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

Faithward 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
2023 Q3	–	Sell	-27	Closed	-$6.91K	–	263
2023 Q2	$6.91K	Buy	+27	New	+$6.49K	﹤0.01%	239

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Faithward Advisors's IWV Position: Q3 2023 in Review

Faithward Advisors sold out of iShares Russell 3000 ETF (IWV) in Q3 2023, closing a stake of 27 shares — an estimated $6.91K sold.

Faithward Advisors first reported a position in IWV in Q2 2023 and held it in 1 quarter. The position peaked at $6.91K in Q2 2023. 682 funds tracked by Wall St. Rank hold IWV as of Q3 2023.

Faithward Advisors reported no remaining iShares Russell 3000 ETF position as of Q3 2023 after selling out during the quarter.
Faithward Advisors sold 27 iShares Russell 3000 ETF shares in Q3 2023, an estimated $6.91K.
Faithward Advisors first reported a position in iShares Russell 3000 ETF in Q2 2023 and held it in 1 quarter.
Faithward Advisors's iShares Russell 3000 ETF position peaked at $6.91K in Q2 2023.
682 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2023.

Based on Faithward Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.