CX Institutional’s iShares Russell 3000 ETF IWV Stock Holding History

CX Institutional’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 Q3	–	Sell	-215	Closed	-$47K	–	813
2022 Q2	$47K	Buy	+215	New	+$50.9K	﹤0.01%	688
2019 Q3	–	Sell	-14	Closed	-$2K	–	874
2019 Q2	$2K	Buy	14 +11	+367%	+$1.87K	﹤0.01%	761
2019 Q1	$1K	Sell	3 -25	-89%	-$4.01K	﹤0.01%	750
2018 Q4	$4K	Sell	28 -6,887	-100%	-$1.09M	﹤0.01%	408
2018 Q3	$1.19M	Buy	6,915 +831	+14%	+$141K	0.39%	82
2018 Q2	$987K	Buy	+6,084	New	+$978K	0.36%	80

Other funds holding IWV

SCM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

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

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

CX Institutional's IWV Position: Q3 2022 in Review

CX Institutional sold out of iShares Russell 3000 ETF (IWV) in Q3 2022, closing a stake of 215 shares — an estimated $47K sold.

CX Institutional first reported a position in IWV in Q2 2018 and held it in 6 quarters. The position peaked at $1.19M in Q3 2018. 647 funds tracked by Wall St. Rank hold IWV as of Q3 2022.

CX Institutional reported no remaining iShares Russell 3000 ETF position as of Q3 2022 after selling out during the quarter.
CX Institutional sold 215 iShares Russell 3000 ETF shares in Q3 2022, an estimated $47K.
CX Institutional first reported a position in iShares Russell 3000 ETF in Q2 2018 and held it in 6 quarters.
CX Institutional's iShares Russell 3000 ETF position peaked at $1.19M in Q3 2018.
647 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2022.

Based on CX Institutional's 13F filing for Q3 2022, filed 4 Nov 2022.