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

CarsonAllaria 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
Q3 		– Sell
-79
Closed -$20.1K – 383
2023
Q2 		$20.1K Buy
+79
New +$19K 0.02% 171

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CarsonAllaria Wealth Management's IWV Position: Q3 2023 in Review

CarsonAllaria Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q3 2023, closing a stake of 79 shares — an estimated $20.1K sold.

CarsonAllaria Wealth Management first reported a position in IWV in Q2 2023 and held it in 1 quarter. The position peaked at $20.1K in Q2 2023. 682 funds tracked by Wall St. Rank hold IWV as of Q3 2023.

  • CarsonAllaria Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q3 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 79 iShares Russell 3000 ETF shares in Q3 2023, an estimated $20.1K.
  • CarsonAllaria Wealth Management first reported a position in iShares Russell 3000 ETF in Q2 2023 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's iShares Russell 3000 ETF position peaked at $20.1K in Q2 2023.
  • 682 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.