Financial Management Professionals’s iShares Russell 3000 ETF IWV Stock Holding History

Financial Management Professionals’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 Q1	–	Sell	-8	Closed	-$2K	–	1071
2022 Q4	$2K	Hold	8	–	–	﹤0.01%	740
2022 Q3	$2K	Hold	8	–	–	﹤0.01%	745
2022 Q2	$2K	Hold	8	–	–	﹤0.01%	754
2022 Q1	$2K	Hold	8	–	–	﹤0.01%	781
2021 Q4	$2K	Hold	8	–	–	﹤0.01%	725
2021 Q3	$2K	Hold	8	–	–	﹤0.01%	722
2021 Q2	$2K	Hold	8	–	–	﹤0.01%	684
2021 Q1	$2K	Hold	8	–	–	﹤0.01%	583
2020 Q4	$2K	Hold	8	–	–	﹤0.01%	554
2020 Q3	$2K	Hold	8	–	–	﹤0.01%	514
2020 Q2	$1K	Hold	8	–	–	﹤0.01%	552
2020 Q1	$1K	Hold	8	–	–	﹤0.01%	281
2019 Q4	$2K	Hold	8	–	–	﹤0.01%	273
2019 Q3	$1K	Hold	8	–	–	﹤0.01%	279
2019 Q2	$1K	Hold	8	–	–	﹤0.01%	300
2019 Q1	$1K	Hold	8	–	–	﹤0.01%	261
2018 Q4	$1K	Hold	8	–	–	﹤0.01%	254
2018 Q3	$1K	Hold	8	–	–	﹤0.01%	270
2018 Q2	$1K	Hold	8	–	–	﹤0.01%	263
2018 Q1	$1K	Hold	8	–	–	﹤0.01%	270
2017 Q4	$1K	Hold	8	–	–	﹤0.01%	216
2017 Q3	$1K	Hold	8	–	–	﹤0.01%	221
2017 Q2	$1K	Hold	8	–	–	﹤0.01%	234
2017 Q1	$1K	Hold	8	–	–	﹤0.01%	260
2016 Q4	$1K	Hold	8	–	–	﹤0.01%	255
2016 Q3	$1K	Buy	+8	New	+$1.02K	﹤0.01%	278

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Management Professionals's IWV Position: Q1 2023 in Review

Financial Management Professionals sold out of iShares Russell 3000 ETF (IWV) in Q1 2023, closing a stake of 8 shares — an estimated $2K sold.

Financial Management Professionals first reported a position in IWV in Q3 2016 and held it in 26 quarters. The position peaked at $2K in Q4 2022. 665 funds tracked by Wall St. Rank hold IWV as of Q1 2023.

Financial Management Professionals reported no remaining iShares Russell 3000 ETF position as of Q1 2023 after selling out during the quarter.
Financial Management Professionals sold 8 iShares Russell 3000 ETF shares in Q1 2023, an estimated $2K.
Financial Management Professionals first reported a position in iShares Russell 3000 ETF in Q3 2016 and held it in 26 quarters.
Financial Management Professionals's iShares Russell 3000 ETF position peaked at $2K in Q4 2022.
665 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2023.

Based on Financial Management Professionals's 13F filing for Q1 2023, filed 13 Apr 2023.