DCM Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

DCM Advisors’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 Q2	–	Sell	-755	Closed	-$227K	–	60
2024 Q1	$227K	Sell	755 -500	-40%	-$143K	0.09%	72
2023 Q4	$344K	Buy	+1,255	New	+$320K	0.12%	96
2022 Q4	–	Sell	-1,716	Closed	-$355K	–	120
2022 Q3	$355K	Buy	+1,716	New	+$395K	0.18%	131

Other funds holding IWV

SCM

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DCM Advisors's IWV Position: Q2 2024 in Review

DCM Advisors sold out of iShares Russell 3000 ETF (IWV) in Q2 2024, closing a stake of 755 shares — an estimated $227K sold.

DCM Advisors first reported a position in IWV in Q3 2022 and held it in 3 quarters. The position peaked at $355K in Q3 2022. 770 funds tracked by Wall St. Rank hold IWV as of Q2 2024.

DCM Advisors reported no remaining iShares Russell 3000 ETF position as of Q2 2024 after selling out during the quarter.
DCM Advisors sold 755 iShares Russell 3000 ETF shares in Q2 2024, an estimated $227K.
DCM Advisors first reported a position in iShares Russell 3000 ETF in Q3 2022 and held it in 3 quarters.
DCM Advisors's iShares Russell 3000 ETF position peaked at $355K in Q3 2022.
770 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2024.

Based on DCM Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.