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Brickley Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Brickley Wealth Management’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,076
Closed -$223K – 40
2022
Q3 		$223K Sell
1,076
-3
-0.3% -$690 0.07% 36
2022
Q2 		$235K Sell
1,079
-11
-1% -$2.6K 0.07% 41
2022
Q1 		$286K Sell
1,090
-297
-21% -$76.9K 0.08% 37
2021
Q4 		$385K Sell
1,387
-67
-5% -$18.1K 0.08% 33
2021
Q3 		$371K Hold
1,454
– – 0.09% 32
2021
Q2 		$372K Sell
1,454
-78
-5% -$19.4K 0.09% 31
2021
Q1 		$363K Hold
1,532
– – 0.1% 29
2020
Q4 		$343K Sell
1,532
-131
-8% -$27.5K 0.09% 28
2020
Q3 		$335K Sell
1,663
-147
-8% -$28.4K 0.09% 28
2020
Q2 		$326K Sell
1,810
-41
-2% -$6.95K 0.11% 28
2020
Q1 		$275K Hold
1,851
– – 0.11% 33
2019
Q4 		$349K Buy
1,851
+432
+30% +$77.9K 0.13% 35
2019
Q3 		$247K Sell
1,419
-134
-9% -$23.2K 0.1% 40
2019
Q2 		$268K Sell
1,553
-33
-2% -$5.6K 0.11% 34
2019
Q1 		$264K Buy
1,586
+100
+7% +$16.1K 0.12% 35
2018
Q4 		$218K Sell
1,486
-74
-5% -$11.8K 0.11% 36
2018
Q3 		$269K Buy
1,560
+301
+24% +$51K 0.13% 35
2018
Q2 		$204K Buy
+1,259
New +$202K 0.09% 22

Other funds holding IWV

JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Brickley Wealth Management's IWV Position: Q4 2022 in Review

Brickley Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q4 2022, closing a stake of 1,076 shares — an estimated $223K sold.

Brickley Wealth Management first reported a position in IWV in Q2 2018 and held it in 18 quarters. The position peaked at $385K in Q4 2021. 694 funds tracked by Wall St. Rank hold IWV as of Q4 2022.

  • Brickley Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q4 2022 after selling out during the quarter.
  • Brickley Wealth Management sold 1,076 iShares Russell 3000 ETF shares in Q4 2022, an estimated $223K.
  • Brickley Wealth Management first reported a position in iShares Russell 3000 ETF in Q2 2018 and held it in 18 quarters.
  • Brickley Wealth Management's iShares Russell 3000 ETF position peaked at $385K in Q4 2021.
  • 694 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2022.

Based on Brickley Wealth Management's 13F filing for Q4 2022, filed 25 Jan 2023.