Clear Perspectives Financial Planning’s iShares Russell 3000 ETF IWV Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$330K	Hold	1,403	–	–	0.19%	32
2022 Q4	$310K	Hold	1,403	–	–	0.16%	39
2022 Q3	$291K	Hold	1,403	–	–	0.14%	41
2022 Q2	$305K	Hold	1,403	–	–	0.12%	42
2022 Q1	$368K	Hold	1,403	–	–	0.14%	41
2021 Q4	$389K	Hold	1,403	–	–	0.16%	44
2021 Q3	$358K	Hold	1,403	–	–	0.16%	46
2021 Q2	$359K	Hold	1,403	–	–	0.17%	47
2021 Q1	$333K	Sell	1,403 -48	-3%	-$11.1K	0.19%	43
2020 Q4	$324K	Buy	+1,451	New	+$305K	0.21%	43

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clear Perspectives Financial Planning's IWV Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its iShares Russell 3000 ETF (IWV) position steady in Q1 2023 at 1,403 shares worth $330K. The position accounts for 0.19% of the portfolio, ranked #32.

Clear Perspectives Financial Planning first reported a position in IWV in Q4 2020 and has held it in 10 quarters since. The position peaked at $389K in Q4 2021. 664 funds tracked by Wall St. Rank hold IWV as of Q1 2023.

Clear Perspectives Financial Planning held 1,403 shares of iShares Russell 3000 ETF worth $330K as of Q1 2023.
Clear Perspectives Financial Planning left its iShares Russell 3000 ETF share count unchanged in Q1 2023.
iShares Russell 3000 ETF made up 0.19% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #32 holding.
Clear Perspectives Financial Planning first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's iShares Russell 3000 ETF position peaked at $389K in Q4 2021.
664 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.