Fayez Sarofim & Co
IWV icon

Fayez Sarofim & Co’s iShares Russell 3000 ETF IWV Stock Holding History

Fayez Sarofim & Co’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
2022
Q1 		– Sell
-728
Closed -$202K – 330
2021
Q4 		$202K Buy
+728
New +$197K ﹤0.01% 331

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Fayez Sarofim & Co's IWV Position: Q1 2022 in Review

Fayez Sarofim & Co sold out of iShares Russell 3000 ETF (IWV) in Q1 2022, closing a stake of 728 shares — an estimated $202K sold.

Fayez Sarofim & Co first reported a position in IWV in Q4 2021 and held it in 1 quarter. The position peaked at $202K in Q4 2021. 658 funds tracked by Wall St. Rank hold IWV as of Q1 2022.

  • Fayez Sarofim & Co reported no remaining iShares Russell 3000 ETF position as of Q1 2022 after selling out during the quarter.
  • Fayez Sarofim & Co sold 728 iShares Russell 3000 ETF shares in Q1 2022, an estimated $202K.
  • Fayez Sarofim & Co first reported a position in iShares Russell 3000 ETF in Q4 2021 and held it in 1 quarter.
  • Fayez Sarofim & Co's iShares Russell 3000 ETF position peaked at $202K in Q4 2021.
  • 658 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2022.

Based on Fayez Sarofim & Co's 13F filing for Q1 2022, filed 16 May 2022.