Certified Advisory Corp’s iShares Russell 3000 ETF IWV Stock Holding History

Certified Advisory Corp’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	-2,238	Closed	-$570K	–	292
2023 Q2	$570K	Buy	+2,238	New	+$538K	0.1%	146
2019 Q3	–	Sell	-7	Closed	-$1K	–	812
2019 Q2	$1K	Hold	7	–	–	﹤0.01%	771
2019 Q1	$1K	Sell	7 -9	-56%	-$1.44K	﹤0.01%	716
2018 Q4	$2K	Hold	16	–	–	﹤0.01%	688
2018 Q3	$3K	Buy	16 +7	+78%	+$1.19K	﹤0.01%	696
2018 Q2	$1K	Hold	9	–	–	﹤0.01%	735
2018 Q1	$1K	Hold	9	–	–	﹤0.01%	701
2017 Q4	$1K	Buy	+9	New	+$1.39K	﹤0.01%	666

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

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

BlackRock New York $6.73T AUM 46.02% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Certified Advisory Corp's IWV Position: Q3 2023 in Review

Certified Advisory Corp sold out of iShares Russell 3000 ETF (IWV) in Q3 2023, closing a stake of 2,238 shares — an estimated $570K sold.

Certified Advisory Corp first reported a position in IWV in Q4 2017 and held it in 8 quarters. The position peaked at $570K in Q2 2023. 682 funds tracked by Wall St. Rank hold IWV as of Q3 2023.

Certified Advisory Corp reported no remaining iShares Russell 3000 ETF position as of Q3 2023 after selling out during the quarter.
Certified Advisory Corp sold 2,238 iShares Russell 3000 ETF shares in Q3 2023, an estimated $570K.
Certified Advisory Corp first reported a position in iShares Russell 3000 ETF in Q4 2017 and held it in 8 quarters.
Certified Advisory Corp's iShares Russell 3000 ETF position peaked at $570K in Q2 2023.
682 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2023.

Based on Certified Advisory Corp's 13F filing for Q3 2023, filed 13 Nov 2023.