EPG Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

EPG Wealth Management’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	-115	Closed	-$34.3K	–	335
2024 Q1	$34.5K	Hold	115	–	–	0.01%	332
2023 Q4	$32.5K	Hold	115	–	–	0.01%	322
2023 Q3	$28.2K	Hold	115	–	–	0.01%	324
2023 Q2	$29.3K	Hold	115	–	–	0.01%	317
2023 Q1	$27.1K	Hold	115	–	–	0.01%	323
2022 Q4	$25.4K	Hold	115	–	–	0.01%	298
2022 Q3	$24K	Buy	+115	New	+$26.5K	0.01%	302
2022 Q2	–	Sell	-125	Closed	-$33K	–	311
2022 Q1	$33K	Hold	125	–	–	0.01%	309
2021 Q4	$35K	Hold	125	–	–	0.01%	307
2021 Q3	$32K	Buy	+125	New	+$32.7K	0.01%	293
2020 Q2	–	Sell	-125	Closed	-$19K	–	464
2020 Q1	$19K	Hold	125	–	–	0.01%	402
2019 Q4	$24K	Buy	+125	New	+$22.5K	0.02%	321

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

EPG Wealth Management's IWV Position: Q2 2024 in Review

EPG Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q2 2024, closing a stake of 115 shares — an estimated $34.3K sold.

EPG Wealth Management first reported a position in IWV in Q4 2019 and held it in 12 quarters. The position peaked at $35K in Q4 2021. 771 funds tracked by Wall St. Rank hold IWV as of Q2 2024.

EPG Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q2 2024 after selling out during the quarter.
EPG Wealth Management sold 115 iShares Russell 3000 ETF shares in Q2 2024, an estimated $34.3K.
EPG Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2019 and held it in 12 quarters.
EPG Wealth Management's iShares Russell 3000 ETF position peaked at $35K in Q4 2021.
771 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2024.

Based on EPG Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.