Costello Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History

Costello Asset 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
2022 Q1	–	Sell	-46	Closed	-$13K	–	252
2021 Q4	$13K	Hold	46	–	–	0.01%	166
2021 Q3	$12K	Hold	46	–	–	0.01%	170
2021 Q2	$12K	Hold	46	–	–	0.01%	168
2021 Q1	$11K	Hold	46	–	–	0.01%	187
2020 Q4	$10K	Hold	46	–	–	0.01%	178
2020 Q3	$9K	Hold	46	–	–	0.01%	169
2020 Q2	$8K	Buy	+46	New	+$7.79K	0.01%	167

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Costello Asset Management's IWV Position: Q1 2022 in Review

Costello Asset Management sold out of iShares Russell 3000 ETF (IWV) in Q1 2022, closing a stake of 46 shares — an estimated $13K sold.

Costello Asset Management first reported a position in IWV in Q2 2020 and held it in 7 quarters. The position peaked at $13K in Q4 2021. 658 funds tracked by Wall St. Rank hold IWV as of Q1 2022.

Costello Asset Management reported no remaining iShares Russell 3000 ETF position as of Q1 2022 after selling out during the quarter.
Costello Asset Management sold 46 iShares Russell 3000 ETF shares in Q1 2022, an estimated $13K.
Costello Asset Management first reported a position in iShares Russell 3000 ETF in Q2 2020 and held it in 7 quarters.
Costello Asset Management's iShares Russell 3000 ETF position peaked at $13K in Q4 2021.
658 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2022.

Based on Costello Asset Management's 13F filing for Q1 2022, filed 26 Apr 2022.