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Family Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History

Family Asset 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
Q3 		$2.97M Sell
9,094
-201
-2% -$63.3K 1.79% 15
2024
Q2 		$2.87M Hold
9,295
– – 1.85% 12
2024
Q1 		$2.79M Sell
9,295
-34
-0.4% -$9.7K 1.74% 14
2023
Q4 		$2.55M Sell
9,329
-274
-3% -$69.9K 1.7% 13
2023
Q3 		$2.35M Sell
9,603
-463
-5% -$118K 1.74% 14
2023
Q2 		$2.56M Sell
10,066
-190
-2% -$45.7K 1.73% 15
2023
Q1 		$2.41M Sell
10,256
-1,106
-10% -$255K 1.76% 14
2022
Q4 		$2.51M Buy
+11,362
New +$2.52M 2.08% 14

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Family Asset Management's IWV Position: Q3 2024 in Review

Family Asset Management reduced its iShares Russell 3000 ETF (IWV) stake by 2.2% in Q3 2024, selling an estimated $63.3K and leaving 9,094 shares worth $2.97M. The position accounts for 1.79% of the portfolio, ranked #15.

Family Asset Management first reported a position in IWV in Q4 2022 and has held it in 8 quarters since. 781 funds tracked by Wall St. Rank hold IWV as of Q3 2024.

  • Family Asset Management held 9,094 shares of iShares Russell 3000 ETF worth $2.97M as of Q3 2024.
  • Family Asset Management sold 201 iShares Russell 3000 ETF shares in Q3 2024, an estimated $63.3K.
  • iShares Russell 3000 ETF made up 1.79% of Family Asset Management's portfolio in Q3 2024, its #15 holding.
  • Family Asset Management first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 8 quarters since.
  • 781 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.