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

Filbrandt 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
2021 Q3	$42K	Hold	165	–	–	0.02%	96
2021 Q2	$42K	Hold	165	–	–	0.02%	95
2021 Q1	$39K	Hold	165	–	–	0.02%	96
2020 Q4	$37K	Hold	165	–	–	0.02%	100
2020 Q3	$32K	Hold	165	–	–	0.03%	97
2020 Q2	$30K	Hold	165	–	–	0.02%	164
2020 Q1	$24K	Hold	165	–	–	0.03%	99
2019 Q4	$31K	Buy	+165	New	+$29.7K	0.03%	104

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

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

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

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

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

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

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

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

Filbrandt Wealth Management's IWV Position: Q3 2021 in Review

Filbrandt Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q3 2021 at 165 shares worth $42K. The position accounts for 0.02% of the portfolio, ranked #96.

Filbrandt Wealth Management first reported a position in IWV in Q4 2019 and has held it in 8 quarters since. 584 funds tracked by Wall St. Rank hold IWV as of Q3 2021.

Filbrandt Wealth Management held 165 shares of iShares Russell 3000 ETF worth $42K as of Q3 2021.
Filbrandt Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q3 2021.
iShares Russell 3000 ETF made up 0.02% of Filbrandt Wealth Management's portfolio in Q3 2021, its #96 holding.
Filbrandt Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 8 quarters since.
584 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.