FourThought Financial’s iShares Russell 3000 ETF IWV Stock Holding History

FourThought Financial’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
2022 Q3	$37K	Hold	180	–	–	0.01%	693
2022 Q2	$39K	Hold	180	–	–	0.01%	677
2022 Q1	$47K	Hold	180	–	–	0.01%	680
2021 Q4	$50K	Buy	180 +3	+2%	+$813	0.01%	668
2021 Q3	$45K	Hold	177	–	–	0.01%	719
2021 Q2	$45K	Hold	177	–	–	0.01%	740
2021 Q1	$41K	Hold	177	–	–	0.01%	739
2020 Q4	$39K	Buy	+177	New	+$37.2K	0.01%	721

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FourThought Financial's IWV Position: Q3 2022 in Review

FourThought Financial held its iShares Russell 3000 ETF (IWV) position steady in Q3 2022 at 180 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #693.

FourThought Financial first reported a position in IWV in Q4 2020 and has held it in 8 quarters since. The position peaked at $50K in Q4 2021. 646 funds tracked by Wall St. Rank hold IWV as of Q3 2022.

FourThought Financial held 180 shares of iShares Russell 3000 ETF worth $37K as of Q3 2022.
FourThought Financial left its iShares Russell 3000 ETF share count unchanged in Q3 2022.
iShares Russell 3000 ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #693 holding.
FourThought Financial first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares Russell 3000 ETF position peaked at $50K in Q4 2021.
646 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.