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DSA
Davis Selected Advisers’s
iShares Russell 3000 ETF
IWV
Stock Holding History
Davis Selected Advisers’s Portfolio
IWV Stock Details
IWV Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-3,382
Closed
-$746K
–
107
2022
Q4
$746K
Buy
+3,382
New
+$752K
0.01%
105
2022
Q1
–
Sell
-3,859
Closed
-$1.07M
–
122
2021
Q4
$1.07M
Buy
+3,859
New
+$1.05M
0.01%
116
2021
Q1
–
Sell
-1,424
Closed
-$318K
–
115
2020
Q4
$318K
Buy
+1,424
New
+$299K
﹤0.01%
109
2020
Q1
–
Sell
-2,053
Closed
-$387K
–
130
2019
Q4
$387K
Buy
2,053
+603
+42%
+$109K
﹤0.01%
129
2019
Q3
$252K
Buy
+1,450
New
+$251K
﹤0.01%
135
2019
Q1
–
Sell
-54,132
Closed
-$7.95M
–
138
2018
Q4
$7.95M
Buy
+54,132
New
+$8.6M
0.04%
101
2018
Q1
–
Sell
-3,331
Closed
-$527K
–
148
2017
Q4
$527K
Buy
+3,331
New
+$514K
﹤0.01%
138
2017
Q1
–
Sell
-2,903
Closed
-$386K
–
148
2016
Q4
$386K
Buy
+2,903
New
+$376K
﹤0.01%
136
2016
Q1
–
Sell
-32,718
Closed
-$3.94M
–
175
2015
Q4
$3.94M
Buy
+32,718
New
+$3.98M
0.02%
153
2015
Q1
–
Sell
-19,500
Closed
-$2.38M
–
189
2014
Q4
$2.38M
Buy
+19,500
New
+$2.33M
0.01%
172
Other funds holding IWV
SCM
SCS Capital Management
Boston, Massachusetts
$9.44B AUM
18.1%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
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
$1.37T AUM
24.88%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
P
Pitcairn
Conshohocken, Pennsylvania
$1.27B AUM
23.64%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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