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Capital Group Private Client Services’s iShares Russell 3000 ETF IWV Stock Holding History

Capital Group Private Client Services’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
Q3 		– Sell
-800
Closed -$247K – 272
2024
Q2 		$247K Hold
800
– – ﹤0.01% 261
2024
Q1 		$240K Hold
800
– – ﹤0.01% 253
2023
Q4 		$219K Buy
+800
New +$204K ﹤0.01% 248

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Group Private Client Services's IWV Position: Q3 2024 in Review

Capital Group Private Client Services sold out of iShares Russell 3000 ETF (IWV) in Q3 2024, closing a stake of 800 shares — an estimated $247K sold.

Capital Group Private Client Services first reported a position in IWV in Q4 2023 and held it in 3 quarters. The position peaked at $247K in Q2 2024. 782 funds tracked by Wall St. Rank hold IWV as of Q3 2024.

  • Capital Group Private Client Services reported no remaining iShares Russell 3000 ETF position as of Q3 2024 after selling out during the quarter.
  • Capital Group Private Client Services sold 800 iShares Russell 3000 ETF shares in Q3 2024, an estimated $247K.
  • Capital Group Private Client Services first reported a position in iShares Russell 3000 ETF in Q4 2023 and held it in 3 quarters.
  • Capital Group Private Client Services's iShares Russell 3000 ETF position peaked at $247K in Q2 2024.
  • 782 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2024.

Based on Capital Group Private Client Services's 13F filing for Q3 2024, filed 13 Nov 2024.