C2C Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

C2C 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
2023 Q4	–	Sell	-2,200	Closed	-$536K	–	156
2023 Q3	$536K	Hold	2,200	–	–	0.08%	134
2023 Q2	$572K	Hold	2,200	–	–	0.08%	138
2023 Q1	$515K	Hold	2,200	–	–	0.08%	141
2022 Q4	$497K	Sell	2,200 -4,000	-65%	-$889K	0.09%	104
2022 Q3	$1.36M	Hold	6,200	–	–	0.27%	45
2022 Q2	$1.41M	Hold	6,200	–	–	0.26%	46
2022 Q1	$1.61M	Hold	6,200	–	–	0.27%	46
2021 Q4	$1.72M	Buy	+6,200	New	+$1.68M	0.25%	46

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

C2C Wealth Management's IWV Position: Q4 2023 in Review

C2C Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q4 2023, closing a stake of 2,200 shares — an estimated $536K sold.

C2C Wealth Management first reported a position in IWV in Q4 2021 and held it in 8 quarters. The position peaked at $1.72M in Q4 2021. 755 funds tracked by Wall St. Rank hold IWV as of Q4 2023.

C2C Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 2,200 iShares Russell 3000 ETF shares in Q4 2023, an estimated $536K.
C2C Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2021 and held it in 8 quarters.
C2C Wealth Management's iShares Russell 3000 ETF position peaked at $1.72M in Q4 2021.
755 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.