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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 $9.44B AUM 18.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return