Column Capital Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Column Capital 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
2023 Q3	$1.49M	Hold	6,065	–	–	0.22%	47
2023 Q2	$1.54M	Sell	6,065 -484	-7%	-$116K	0.22%	44
2023 Q1	$1.54M	Sell	6,549 -31	-0.5%	-$7.16K	0.23%	43
2022 Q4	$1.45M	Sell	6,580 -5	-0.1%	-$1.11K	0.24%	41
2022 Q3	$1.36M	Hold	6,585	–	–	0.28%	41
2022 Q2	$1.43M	Sell	6,585 -636	-9%	-$151K	0.27%	41
2022 Q1	$1.89M	Sell	7,221 -5,159	-42%	-$1.34M	0.35%	32
2021 Q4	$3.44M	Buy	12,380 +11,143	+901%	+$3.02M	0.66%	25
2021 Q3	$315K	Sell	1,237 -10	-0.8%	-$2.62K	0.07%	90
2021 Q2	$319K	Sell	1,247 -54	-4%	-$13.5K	0.07%	87
2021 Q1	$309K	Hold	1,301	–	–	0.07%	85
2020 Q4	$291K	Sell	1,301 -203	-13%	-$42.6K	0.07%	83
2020 Q3	$295K	Hold	1,504	–	–	0.09%	69
2020 Q2	$270K	Sell	1,504 -17	-1%	-$2.88K	0.09%	72
2020 Q1	$226K	Buy	1,521 +1	+0.1%	+$178	0.09%	66
2019 Q4	$286K	Buy	+1,520	New	+$274K	0.15%	66

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Column Capital Advisors's IWV Position: Q3 2023 in Review

Column Capital Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q3 2023 at 6,065 shares worth $1.49M. The position accounts for 0.22% of the portfolio, ranked #47.

Column Capital Advisors first reported a position in IWV in Q4 2019 and has held it in 16 quarters since. The position peaked at $3.44M in Q4 2021. 681 funds tracked by Wall St. Rank hold IWV as of Q3 2023.

Column Capital Advisors held 6,065 shares of iShares Russell 3000 ETF worth $1.49M as of Q3 2023.
Column Capital Advisors left its iShares Russell 3000 ETF share count unchanged in Q3 2023.
iShares Russell 3000 ETF made up 0.22% of Column Capital Advisors's portfolio in Q3 2023, its #47 holding.
Column Capital Advisors first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's iShares Russell 3000 ETF position peaked at $3.44M in Q4 2021.
681 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.