First Manhattan’s iShares Russell 3000 ETF IWV Stock Holding History

First Manhattan’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 Q2	–	Sell	-360	Closed	-$108K	–	999
2024 Q1	$108K	Hold	360	–	–	﹤0.01%	754
2023 Q4	$98.5K	Hold	360	–	–	﹤0.01%	757
2023 Q3	$88.2K	Hold	360	–	–	﹤0.01%	780
2023 Q2	$91.6K	Hold	360	–	–	﹤0.01%	786
2023 Q1	$84.7K	Hold	360	–	–	﹤0.01%	833
2022 Q4	$79.4K	Hold	360	–	–	﹤0.01%	864
2022 Q3	$74K	Hold	360	–	–	﹤0.01%	872
2022 Q2	$78K	Hold	360	–	–	﹤0.01%	890
2022 Q1	$94K	Hold	360	–	–	﹤0.01%	894
2021 Q4	$99K	Hold	360	–	–	﹤0.01%	875
2021 Q3	$91K	Hold	360	–	–	﹤0.01%	879
2021 Q2	$92K	Hold	360	–	–	﹤0.01%	871
2021 Q1	$85K	Hold	360	–	–	﹤0.01%	854
2020 Q4	$80K	Hold	360	–	–	﹤0.01%	824
2020 Q3	$70K	Hold	360	–	–	﹤0.01%	825
2020 Q2	$64K	Hold	360	–	–	﹤0.01%	834
2020 Q1	$53K	Buy	+360	New	+$64.1K	﹤0.01%	834

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

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Manhattan's IWV Position: Q2 2024 in Review

First Manhattan sold out of iShares Russell 3000 ETF (IWV) in Q2 2024, closing a stake of 360 shares — an estimated $108K sold.

First Manhattan first reported a position in IWV in Q1 2020 and held it in 17 quarters. The position peaked at $108K in Q1 2024. 771 funds tracked by Wall St. Rank hold IWV as of Q2 2024.

First Manhattan reported no remaining iShares Russell 3000 ETF position as of Q2 2024 after selling out during the quarter.
First Manhattan sold 360 iShares Russell 3000 ETF shares in Q2 2024, an estimated $108K.
First Manhattan first reported a position in iShares Russell 3000 ETF in Q1 2020 and held it in 17 quarters.
First Manhattan's iShares Russell 3000 ETF position peaked at $108K in Q1 2024.
771 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.