Charles Schwab
IWV icon

Charles Schwab’s iShares Russell 3000 ETF IWV Stock Holding History

Charles Schwab’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
2021
Q1 		– Sell
-1,816
Closed -$406K – 3507
2020
Q4 		$406K Buy
+1,816
New +$381K ﹤0.01% 3055
2014
Q3 		– Sell
-30,600
Closed -$3.6M – 3079
2014
Q2 		$3.6M Buy
30,600
+20,200
+194% +$2.3M 0.01% 1630
2014
Q1 		$1.17M Sell
10,400
-25,200
-71% -$2.78M ﹤0.01% 2213
2013
Q4 		$3.94M Buy
35,600
+12,590
+55% +$1.34M 0.01% 1456
2013
Q3 		$2.35M Sell
23,010
-1,990
-8% -$199K ﹤0.01% 1747
2013
Q2 		$2.42M Buy
+25,000
New +$2.39M 0.01% 1644

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return