DBT
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Dubuque Bank & Trust’s iShares Russell 3000 ETF IWV Stock Holding History

Dubuque Bank & Trust’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
Q2 		– Sell
-12,408
Closed -$2.92M – 241
2023
Q1 		$2.92M Hold
12,408
– – 0.37% 63
2022
Q4 		$2.74M Hold
12,408
– – 0.36% 63
2022
Q3 		$2.57M Sell
12,408
-3,968
-24% -$913K 0.36% 63
2022
Q2 		$3.56M Buy
+16,376
New +$3.88M 0.46% 57
2016
Q1 		– Sell
-64
Closed -$8K – 663
2015
Q4 		$8K Hold
64
– – ﹤0.01% 547
2015
Q3 		$7K Hold
64
– – ﹤0.01% 471
2015
Q2 		$8K Hold
64
– – ﹤0.01% 505
2015
Q1 		$8K Buy
+64
New +$7.88K ﹤0.01% 476

Other funds holding IWV

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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return