Disciplined Investments’s iShares Russell 3000 ETF IWV Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-12	Closed	-$3.05K	–	824
2023 Q2	$3.05K	Hold	12	–	–	﹤0.01%	520
2023 Q1	$2.83K	Hold	12	–	–	﹤0.01%	541
2022 Q4	$2.65K	Hold	12	–	–	﹤0.01%	526
2022 Q3	$2K	Hold	12	–	–	﹤0.01%	656
2022 Q2	$3K	Hold	12	–	–	﹤0.01%	552
2022 Q1	$3K	Hold	12	–	–	﹤0.01%	584
2021 Q4	$3K	Hold	12	–	–	﹤0.01%	419
2021 Q3	$3K	Hold	12	–	–	﹤0.01%	373
2021 Q2	$3K	Hold	12	–	–	﹤0.01%	363
2021 Q1	$3K	Hold	12	–	–	﹤0.01%	316
2020 Q4	$3K	Hold	12	–	–	﹤0.01%	270
2020 Q3	$2K	Hold	12	–	–	﹤0.01%	349
2020 Q2	$2K	Hold	12	–	–	﹤0.01%	357
2020 Q1	$2K	Buy	+12	New	+$2.13K	﹤0.01%	365

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

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

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Disciplined Investments's IWV Position: Q3 2023 in Review

Disciplined Investments sold out of iShares Russell 3000 ETF (IWV) in Q3 2023, closing a stake of 12 shares — an estimated $3.05K sold.

Disciplined Investments first reported a position in IWV in Q1 2020 and held it in 14 quarters. The position peaked at $3.05K in Q2 2023. 682 funds tracked by Wall St. Rank hold IWV as of Q3 2023.

Disciplined Investments reported no remaining iShares Russell 3000 ETF position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 12 iShares Russell 3000 ETF shares in Q3 2023, an estimated $3.05K.
Disciplined Investments first reported a position in iShares Russell 3000 ETF in Q1 2020 and held it in 14 quarters.
Disciplined Investments's iShares Russell 3000 ETF position peaked at $3.05K in Q2 2023.
682 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.