Connecticut Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Connecticut Wealth Management’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
2024 Q4	–	Sell	-1,214	Closed	-$397K	–	286
2024 Q3	$397K	Hold	1,214	–	–	0.02%	242
2024 Q2	$375K	Hold	1,214	–	–	0.02%	240
2024 Q1	$364K	Hold	1,214	–	–	0.02%	248
2023 Q4	$332K	Sell	1,214 -4	-0.3%	-$1.02K	0.02%	254
2023 Q3	$298K	Hold	1,218	–	–	0.02%	230
2023 Q2	$310K	Hold	1,218	–	–	0.02%	200
2023 Q1	$287K	Buy	+1,218	New	+$281K	0.02%	202
2019 Q1	–	Sell	-2,045	Closed	-$300K	–	72
2018 Q4	$300K	Buy	2,045 +12	+0.6%	+$1.91K	0.13%	55
2018 Q3	$351K	Hold	2,033	–	–	0.16%	55
2018 Q2	$331K	Hold	2,033	–	–	0.16%	50
2018 Q1	$311K	Hold	2,033	–	–	0.18%	50
2017 Q4	$330K	Hold	2,033	–	–	0.18%	46
2017 Q3	$307K	Buy	+2,033	New	+$297K	0.18%	49

Other funds holding IWV

SCM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Connecticut Wealth Management's IWV Position: Q4 2024 in Review

Connecticut Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q4 2024, closing a stake of 1,214 shares — an estimated $397K sold.

Connecticut Wealth Management first reported a position in IWV in Q3 2017 and held it in 13 quarters. The position peaked at $397K in Q3 2024. 850 funds tracked by Wall St. Rank hold IWV as of Q4 2024.

Connecticut Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q4 2024 after selling out during the quarter.
Connecticut Wealth Management sold 1,214 iShares Russell 3000 ETF shares in Q4 2024, an estimated $397K.
Connecticut Wealth Management first reported a position in iShares Russell 3000 ETF in Q3 2017 and held it in 13 quarters.
Connecticut Wealth Management's iShares Russell 3000 ETF position peaked at $397K in Q3 2024.
850 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2024.

Based on Connecticut Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.