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

BT 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 Q2	$237K	Hold	1,090	–	–	0.07%	56
2022 Q1	$286K	Hold	1,090	–	–	0.07%	52
2021 Q4	$302K	Sell	1,090 -42	-4%	-$11.4K	0.08%	52
2021 Q3	$288K	Hold	1,132	–	–	0.09%	43
2021 Q2	$290K	Sell	1,132 -463	-29%	-$115K	0.09%	45
2021 Q1	$378K	Sell	1,595 -117	-7%	-$27.2K	0.13%	39
2020 Q4	$383K	Buy	1,712 +1	+0.1%	+$210	0.14%	37
2020 Q3	$335K	Sell	1,711 -1,601	-48%	-$310K	0.15%	37
2020 Q2	$596K	Sell	3,312 -17	-0.5%	-$2.88K	0.3%	27
2020 Q1	$494K	Buy	3,329 +10	+0.3%	+$1.78K	0.28%	30
2019 Q4	$626K	Buy	3,319 +210	+7%	+$37.9K	0.32%	33
2019 Q3	$540K	Buy	3,109 +8	+0.3%	+$1.39K	0.3%	34
2019 Q2	$525K	Buy	3,101 +422	+16%	+$71.6K	0.3%	35
2019 Q1	$447K	Sell	2,679 -8,259	-76%	-$1.33M	0.26%	35
2018 Q4	$1.78M	Buy	+10,938	New	+$1.74M	0.77%	21

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BT Wealth Management's IWV Position: Q2 2022 in Review

BT Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2022 at 1,090 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #56.

BT Wealth Management first reported a position in IWV in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.78M in Q4 2018. 641 funds tracked by Wall St. Rank hold IWV as of Q2 2022.

BT Wealth Management held 1,090 shares of iShares Russell 3000 ETF worth $237K as of Q2 2022.
BT Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q2 2022.
iShares Russell 3000 ETF made up 0.07% of BT Wealth Management's portfolio in Q2 2022, its #56 holding.
BT Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2018 and has held it in 15 quarters since.
BT Wealth Management's iShares Russell 3000 ETF position peaked at $1.78M in Q4 2018.
641 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.