Chevy Chase Trust
IWV icon

Chevy Chase Trust’s iShares Russell 3000 ETF IWV Stock Holding History

Chevy Chase Trust’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
2020
Q1 		– Sell
-350
Closed -$66K – 820
2019
Q4 		$66K Buy
+350
New +$63.1K ﹤0.01% 780
2019
Q1 		– Sell
-375
Closed -$55K – 690
2018
Q4 		$55K Buy
+375
New +$59.6K ﹤0.01% 690
2015
Q2 		– Sell
-1,666
Closed -$206K – 682
2015
Q1 		$206K Hold
1,666
– – ﹤0.01% 647
2014
Q4 		$204K Buy
+1,666
New +$199K ﹤0.01% 666
2014
Q3 		– Sell
-2,265
Closed -$267K – 714
2014
Q2 		$267K Sell
2,265
-562
-20% -$63.9K ﹤0.01% 646
2014
Q1 		$318K Buy
2,827
+245
+9% +$27K ﹤0.01% 621
2013
Q4 		$286K Sell
2,582
-454
-15% -$48.2K ﹤0.01% 621
2013
Q3 		$307K Sell
3,036
-589
-16% -$59K ﹤0.01% 615
2013
Q2 		$349K Buy
+3,625
New +$347K ﹤0.01% 604

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JMPWA
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Jones Financial Companies
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P
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return