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GoalVest Advisory’s iShares Russell 3000 ETF IWV Stock Holding History

GoalVest Advisory’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
2024
Q4 		– Sell
-100
Closed -$32.7K – 413
2024
Q3 		$32.7K Hold
100
– – 0.01% 223
2024
Q2 		$30.9K Hold
100
– – 0.01% 201
2024
Q1 		$30K Sell
100
-100
-50% -$28.5K 0.01% 229
2023
Q4 		$54.7K Hold
200
– – 0.02% 130
2023
Q3 		$49K Buy
+200
New +$51.1K 0.02% 146

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GoalVest Advisory's IWV Position: Q4 2024 in Review

GoalVest Advisory sold out of iShares Russell 3000 ETF (IWV) in Q4 2024, closing a stake of 100 shares — an estimated $32.7K sold.

GoalVest Advisory first reported a position in IWV in Q3 2023 and held it in 5 quarters. The position peaked at $54.7K in Q4 2023. 851 funds tracked by Wall St. Rank hold IWV as of Q4 2024.

  • GoalVest Advisory reported no remaining iShares Russell 3000 ETF position as of Q4 2024 after selling out during the quarter.
  • GoalVest Advisory sold 100 iShares Russell 3000 ETF shares in Q4 2024, an estimated $32.7K.
  • GoalVest Advisory first reported a position in iShares Russell 3000 ETF in Q3 2023 and held it in 5 quarters.
  • GoalVest Advisory's iShares Russell 3000 ETF position peaked at $54.7K in Q4 2023.
  • 851 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2024.

Based on GoalVest Advisory's 13F filing for Q4 2024, filed 17 Jan 2025.