Capital CS Group’s iShares Russell 3000 ETF IWV Stock Holding History

Capital CS Group’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
2024 Q1	–	Sell	-1,018	Closed	-$279K	–	115
2023 Q4	$279K	Buy	+1,018	New	+$260K	0.3%	41

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Capital CS Group's IWV Position: Q1 2024 in Review

Capital CS Group sold out of iShares Russell 3000 ETF (IWV) in Q1 2024, closing a stake of 1,018 shares — an estimated $279K sold.

Capital CS Group first reported a position in IWV in Q4 2023 and held it in 1 quarter. The position peaked at $279K in Q4 2023. 759 funds tracked by Wall St. Rank hold IWV as of Q1 2024.

Capital CS Group reported no remaining iShares Russell 3000 ETF position as of Q1 2024 after selling out during the quarter.
Capital CS Group sold 1,018 iShares Russell 3000 ETF shares in Q1 2024, an estimated $279K.
Capital CS Group first reported a position in iShares Russell 3000 ETF in Q4 2023 and held it in 1 quarter.
Capital CS Group's iShares Russell 3000 ETF position peaked at $279K in Q4 2023.
759 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2024.

Based on Capital CS Group's 13F filing for Q1 2024, filed 11 Apr 2024.