Camarda Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Camarda Financial Advisors’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 Q1	–	Sell	-119,637	Closed	-$33.2M	–	120
2021 Q4	$33.2M	Buy	+119,637	New	+$32.4M	18.79%	1
2018 Q1	–	Sell	-44	Closed	-$7K	–	184
2017 Q4	$7K	Buy	+44	New	+$6.79K	0.01%	162
2016 Q1	–	Sell	-1,782	Closed	-$214K	–	285
2015 Q4	$214K	Sell	1,782 -106	-6%	-$12.9K	0.13%	95
2015 Q3	$215K	Buy	+1,888	New	+$229K	0.13%	72

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Camarda Financial Advisors's IWV Position: Q1 2022 in Review

Camarda Financial Advisors sold out of iShares Russell 3000 ETF (IWV) in Q1 2022, closing a stake of 119,637 shares — an estimated $33.2M sold.

Camarda Financial Advisors first reported a position in IWV in Q3 2015 and held it in 4 quarters. The position peaked at $33.2M in Q4 2021. 658 funds tracked by Wall St. Rank hold IWV as of Q1 2022.

Camarda Financial Advisors reported no remaining iShares Russell 3000 ETF position as of Q1 2022 after selling out during the quarter.
Camarda Financial Advisors sold 119,637 iShares Russell 3000 ETF shares in Q1 2022, an estimated $33.2M.
Camarda Financial Advisors first reported a position in iShares Russell 3000 ETF in Q3 2015 and held it in 4 quarters.
Camarda Financial Advisors's iShares Russell 3000 ETF position peaked at $33.2M in Q4 2021.
658 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2022.

Based on Camarda Financial Advisors's 13F filing for Q1 2022, filed 10 May 2022.