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Hamilton Point Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Hamilton Point Investment 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
Q4 		– Sell
-500
Closed -$123K – 154
2023
Q3 		$123K Hold
500
– – 0.03% 120
2023
Q2 		$127K Buy
+500
New +$120K 0.03% 124

Other funds holding IWV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hamilton Point Investment Advisors's IWV Position: Q4 2023 in Review

Hamilton Point Investment Advisors sold out of iShares Russell 3000 ETF (IWV) in Q4 2023, closing a stake of 500 shares — an estimated $123K sold.

Hamilton Point Investment Advisors first reported a position in IWV in Q2 2023 and held it in 2 quarters. The position peaked at $127K in Q2 2023. 755 funds tracked by Wall St. Rank hold IWV as of Q4 2023.

  • Hamilton Point Investment Advisors reported no remaining iShares Russell 3000 ETF position as of Q4 2023 after selling out during the quarter.
  • Hamilton Point Investment Advisors sold 500 iShares Russell 3000 ETF shares in Q4 2023, an estimated $123K.
  • Hamilton Point Investment Advisors first reported a position in iShares Russell 3000 ETF in Q2 2023 and held it in 2 quarters.
  • Hamilton Point Investment Advisors's iShares Russell 3000 ETF position peaked at $127K in Q2 2023.
  • 755 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2023.

Based on Hamilton Point Investment Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.