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DHJJ Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

DHJJ Financial 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
-52
Closed -$15.6K – 840
2024
Q1 		$15.6K Hold
52
– – 0.01% 392
2023
Q4 		$14.2K Hold
52
– – 0.01% 398
2023
Q3 		$12.7K Buy
+52
New +$13.3K 0.01% 404

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Focus Partners Wealth
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DHJJ Financial Advisors's IWV Position: Q2 2024 in Review

DHJJ Financial Advisors sold out of iShares Russell 3000 ETF (IWV) in Q2 2024, closing a stake of 52 shares — an estimated $15.6K sold.

DHJJ Financial Advisors first reported a position in IWV in Q3 2023 and held it in 3 quarters. The position peaked at $15.6K in Q1 2024. 771 funds tracked by Wall St. Rank hold IWV as of Q2 2024.

  • DHJJ Financial Advisors reported no remaining iShares Russell 3000 ETF position as of Q2 2024 after selling out during the quarter.
  • DHJJ Financial Advisors sold 52 iShares Russell 3000 ETF shares in Q2 2024, an estimated $15.6K.
  • DHJJ Financial Advisors first reported a position in iShares Russell 3000 ETF in Q3 2023 and held it in 3 quarters.
  • DHJJ Financial Advisors's iShares Russell 3000 ETF position peaked at $15.6K in Q1 2024.
  • 771 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2024.

Based on DHJJ Financial Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.