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FNY Investment Advisers’s iShares Russell 3000 ETF IWV Stock Holding History

FNY Investment Advisers’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
Q4 		– Sell
-700
Closed -$171K – 614
2023
Q3 		$171K Buy
+700
New +$179K 0.1% 120

Other funds holding IWV

SCS Capital Management
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FNY Investment Advisers's IWV Position: Q4 2023 in Review

FNY Investment Advisers sold out of iShares Russell 3000 ETF (IWV) in Q4 2023, closing a stake of 700 shares — an estimated $171K sold.

FNY Investment Advisers first reported a position in IWV in Q3 2023 and held it in 1 quarter. The position peaked at $171K in Q3 2023. 755 funds tracked by Wall St. Rank hold IWV as of Q4 2023.

  • FNY Investment Advisers reported no remaining iShares Russell 3000 ETF position as of Q4 2023 after selling out during the quarter.
  • FNY Investment Advisers sold 700 iShares Russell 3000 ETF shares in Q4 2023, an estimated $171K.
  • FNY Investment Advisers first reported a position in iShares Russell 3000 ETF in Q3 2023 and held it in 1 quarter.
  • FNY Investment Advisers's iShares Russell 3000 ETF position peaked at $171K in Q3 2023.
  • 755 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2023.

Based on FNY Investment Advisers's 13F filing for Q4 2023, filed 12 Jan 2024.