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

Elm 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
2021
Q1 		– Sell
-30
Closed -$7K – 178
2020
Q4 		$7K Buy
+30
New +$6.3K ﹤0.01% 246
2018
Q4 		– Sell
-105
Closed -$18K – 176
2018
Q3 		$18K Buy
+105
New +$17.8K 0.01% 230

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Elm Advisors's IWV Position: Q1 2021 in Review

Elm Advisors sold out of iShares Russell 3000 ETF (IWV) in Q1 2021, closing a stake of 30 shares — an estimated $7K sold.

Elm Advisors first reported a position in IWV in Q3 2018 and held it in 2 quarters. The position peaked at $18K in Q3 2018. 579 funds tracked by Wall St. Rank hold IWV as of Q1 2021.

  • Elm Advisors reported no remaining iShares Russell 3000 ETF position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 30 iShares Russell 3000 ETF shares in Q1 2021, an estimated $7K.
  • Elm Advisors first reported a position in iShares Russell 3000 ETF in Q3 2018 and held it in 2 quarters.
  • Elm Advisors's iShares Russell 3000 ETF position peaked at $18K in Q3 2018.
  • 579 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.