Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
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Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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FWM
Fairhaven Wealth Management’s
iShares Russell 3000 ETF
IWV
Stock Holding History
Fairhaven Wealth Management’s Portfolio
IWV Stock Details
IWV Fund Activity
Quarter
Market Value
Status
Shares
Shares
Change %
Trade Value
Portfolio Weight
Portfolio Position
2021
Q1
–
Sell
-3,641
Closed
-$814K
–
120
2020
Q4
$814K
Hold
3,641
–
–
0.36%
47
2020
Q3
$713K
Hold
3,641
–
–
0.42%
45
2020
Q2
$656K
Hold
3,641
–
–
0.43%
46
2020
Q1
$540K
Buy
+3,641
New
+$540K
0.49%
41
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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