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Focus Financial Network’s iShares Russell 3000 ETF IWV Stock Holding History

Focus Financial Network’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
-1,558
Closed -$383K – 732
2023
Q3 		$383K Buy
+1,558
New +$398K 0.02% 408

Other funds holding IWV

SCM
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

Focus Financial Network's IWV Position: Q4 2023 in Review

Focus Financial Network sold out of iShares Russell 3000 ETF (IWV) in Q4 2023, closing a stake of 1,558 shares — an estimated $383K sold.

Focus Financial Network first reported a position in IWV in Q3 2023 and held it in 1 quarter. The position peaked at $383K in Q3 2023. 755 funds tracked by Wall St. Rank hold IWV as of Q4 2023.

  • Focus Financial Network reported no remaining iShares Russell 3000 ETF position as of Q4 2023 after selling out during the quarter.
  • Focus Financial Network sold 1,558 iShares Russell 3000 ETF shares in Q4 2023, an estimated $383K.
  • Focus Financial Network first reported a position in iShares Russell 3000 ETF in Q3 2023 and held it in 1 quarter.
  • Focus Financial Network's iShares Russell 3000 ETF position peaked at $383K in Q3 2023.
  • 755 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2023.

Based on Focus Financial Network's 13F filing for Q4 2023, filed 12 Feb 2024.