Geier Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$206K Buy
804
+2
+0.2% +$499 0.14% 80
2021
Q1
$201K Buy
+802
New +$186K 0.15% 80

Other funds holding IWV

Geier Asset Management's IWV Position: Q2 2021 in Review

Geier Asset Management increased its iShares Russell 3000 ETF (IWV) stake by 0.25% in Q2 2021, buying an estimated $499 and bringing the position to 804 shares worth $206K. The position accounts for 0.14% of the portfolio, ranked #80.

Geier Asset Management first reported a position in IWV in Q1 2021 and has held it in 2 quarters since. 586 funds tracked by Wall St. Rank hold IWV as of Q2 2021.

  • Geier Asset Management held 804 shares of iShares Russell 3000 ETF worth $206K as of Q2 2021.
  • Geier Asset Management bought 2 iShares Russell 3000 ETF shares in Q2 2021, an estimated $499.
  • iShares Russell 3000 ETF made up 0.14% of Geier Asset Management's portfolio in Q2 2021, its #80 holding.
  • Geier Asset Management first reported a position in iShares Russell 3000 ETF in Q1 2021 and has held it in 2 quarters since.
  • 586 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2021.

Based on Geier Asset Management's 13F filing for Q2 2021, filed 12 Jul 2021.