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Choate Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Choate Investment Advisors’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
2022
Q4 		– Sell
-20
Closed -$4K – 335
2022
Q3 		$4K Hold
20
– – ﹤0.01% 292
2022
Q2 		$4K Sell
20
-3,390
-99% -$803K ﹤0.01% 308
2022
Q1 		$895K Hold
3,410
– – 0.05% 154
2021
Q4 		$946K Hold
3,410
– – 0.06% 141
2021
Q3 		$869K Hold
3,410
– – 0.06% 138
2021
Q2 		$873K Hold
3,410
– – 0.05% 139
2021
Q1 		$809K Buy
+3,410
New +$792K 0.05% 140

Other funds holding IWV

JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Choate Investment Advisors's IWV Position: Q4 2022 in Review

Choate Investment Advisors sold out of iShares Russell 3000 ETF (IWV) in Q4 2022, closing a stake of 20 shares — an estimated $4K sold.

Choate Investment Advisors first reported a position in IWV in Q1 2021 and held it in 7 quarters. The position peaked at $946K in Q4 2021. 696 funds tracked by Wall St. Rank hold IWV as of Q4 2022.

  • Choate Investment Advisors reported no remaining iShares Russell 3000 ETF position as of Q4 2022 after selling out during the quarter.
  • Choate Investment Advisors sold 20 iShares Russell 3000 ETF shares in Q4 2022, an estimated $4K.
  • Choate Investment Advisors first reported a position in iShares Russell 3000 ETF in Q1 2021 and held it in 7 quarters.
  • Choate Investment Advisors's iShares Russell 3000 ETF position peaked at $946K in Q4 2021.
  • 696 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2022.

Based on Choate Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.