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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2021
Q4 		– Sell
-7,965
Closed -$2.03M – 229
2021
Q3 		$2.03M Hold
7,965
– – 0.08% 97
2021
Q2 		$2.04M Buy
+7,965
New +$1.99M 0.08% 100
2018
Q4 		– Sell
-16,003
Closed -$2.76M – 137
2018
Q3 		$2.76M Hold
16,003
– – 0.26% 53
2018
Q2 		$2.6M Hold
16,003
– – 0.25% 56
2018
Q1 		$2.5M Hold
16,003
– – 0.25% 56
2017
Q4 		$2.53M Sell
16,003
-192
-1% -$29.6K 0.26% 51
2017
Q3 		$2.42M Hold
16,195
– – 0.26% 52
2017
Q2 		$2.33M Hold
16,195
– – 0.26% 48
2017
Q1 		$2.27M Hold
16,195
– – 0.25% 52
2016
Q4 		$2.15M Sell
16,195
-746
-4% -$96.7K 0.25% 55
2016
Q3 		$2.17M Hold
16,941
– – 0.27% 53
2016
Q2 		$2.1M Hold
16,941
– – 0.3% 49
2016
Q1 		$2.05M Hold
16,941
– – 0.32% 50
2015
Q4 		$2.04M Sell
16,941
-1,034
-6% -$126K 0.34% 53
2015
Q3 		$2.05M Hold
17,975
– – 0.38% 45
2015
Q2 		$2.23M Hold
17,975
– – 0.44% 34
2015
Q1 		$2.23M Buy
17,975
+382
+2% +$47.1K 0.5% 32
2014
Q4 		$2.15M Sell
17,593
-1,618
-8% -$193K 0.47% 33
2014
Q3 		$2.24M Hold
19,211
– – 0.48% 34
2014
Q2 		$2.26M Buy
19,211
+126
+0.7% +$14.3K 0.45% 37
2014
Q1 		$2.14M Sell
19,085
-30
-0.2% -$3.31K 0.47% 38
2013
Q4 		$2.12M Sell
19,115
-1,850
-9% -$196K 0.53% 37
2013
Q3 		$2.12M Buy
+20,965
New +$2.1M 0.58% 34

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IWV Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares Russell 3000 ETF (IWV) in Q4 2021, closing a stake of 7,965 shares — an estimated $2.03M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IWV in Q3 2013 and held it in 23 quarters. The position peaked at $2.76M in Q3 2018. 672 funds tracked by Wall St. Rank hold IWV as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares Russell 3000 ETF position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 7,965 iShares Russell 3000 ETF shares in Q4 2021, an estimated $2.03M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q3 2013 and held it in 23 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares Russell 3000 ETF position peaked at $2.76M in Q3 2018.
  • 672 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.