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Fortis Capital Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Fortis Capital Advisors’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
Q2 		– Sell
-145
Closed -$34.1K – 375
2023
Q1 		$34.1K Hold
145
– – 0.02% 340
2022
Q4 		$32K Buy
+145
New +$32.2K 0.02% 351

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fortis Capital Advisors's IWV Position: Q2 2023 in Review

Fortis Capital Advisors sold out of iShares Russell 3000 ETF (IWV) in Q2 2023, closing a stake of 145 shares — an estimated $34.1K sold.

Fortis Capital Advisors first reported a position in IWV in Q4 2022 and held it in 2 quarters. The position peaked at $34.1K in Q1 2023. 679 funds tracked by Wall St. Rank hold IWV as of Q2 2023.

  • Fortis Capital Advisors reported no remaining iShares Russell 3000 ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 145 iShares Russell 3000 ETF shares in Q2 2023, an estimated $34.1K.
  • Fortis Capital Advisors first reported a position in iShares Russell 3000 ETF in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's iShares Russell 3000 ETF position peaked at $34.1K in Q1 2023.
  • 679 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.