Cambridge Trust’s iShares Russell 3000 ETF IWV Stock Holding History

Cambridge Trust’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	-2,160	Closed	-$599K	–	1042
2021 Q4	$599K	Buy	+2,160	New	+$585K	0.02%	208

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

Cambridge Trust's IWV Position: Q1 2022 in Review

Cambridge Trust sold out of iShares Russell 3000 ETF (IWV) in Q1 2022, closing a stake of 2,160 shares — an estimated $599K sold.

Cambridge Trust first reported a position in IWV in Q4 2021 and held it in 1 quarter. The position peaked at $599K in Q4 2021. 658 funds tracked by Wall St. Rank hold IWV as of Q1 2022.

Cambridge Trust reported no remaining iShares Russell 3000 ETF position as of Q1 2022 after selling out during the quarter.
Cambridge Trust sold 2,160 iShares Russell 3000 ETF shares in Q1 2022, an estimated $599K.
Cambridge Trust first reported a position in iShares Russell 3000 ETF in Q4 2021 and held it in 1 quarter.
Cambridge Trust's iShares Russell 3000 ETF position peaked at $599K in Q4 2021.
658 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2022.

Based on Cambridge Trust's 13F filing for Q1 2022, filed 12 May 2022.