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Cornerstone Advisory’s iShares Russell 3000 ETF IWV Stock Holding History

Cornerstone Advisory’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
Q1 		– Sell
-434
Closed -$121K – 491
2021
Q4 		$121K Buy
+434
New +$118K 0.02% 309

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $871B AUM 31.28% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Cornerstone Advisory's IWV Position: Q1 2022 in Review

Cornerstone Advisory sold out of iShares Russell 3000 ETF (IWV) in Q1 2022, closing a stake of 434 shares — an estimated $121K sold.

Cornerstone Advisory first reported a position in IWV in Q4 2021 and held it in 1 quarter. The position peaked at $121K in Q4 2021. 658 funds tracked by Wall St. Rank hold IWV as of Q1 2022.

  • Cornerstone Advisory reported no remaining iShares Russell 3000 ETF position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 434 iShares Russell 3000 ETF shares in Q1 2022, an estimated $121K.
  • Cornerstone Advisory first reported a position in iShares Russell 3000 ETF in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's iShares Russell 3000 ETF position peaked at $121K in Q4 2021.
  • 658 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.