HFS
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HBC Financial Services’s iShares Russell 3000 ETF IWV Stock Holding History

HBC Financial Services’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 		$136K Buy
409
+7
+2% +$2.36K 0.08% 41
2024
Q3 		$133K Buy
402
+1
+0.2% +$315 0.08% 42
2024
Q2 		$124K Hold
401
– – 0.08% 43
2024
Q1 		$115K Buy
401
+1
+0.3% +$285 0.08% 42
2023
Q4 		$109K Buy
400
+1
+0.3% +$255 0.07% 42
2023
Q3 		$97K Buy
399
+60
+18% +$15.3K 0.07% 42
2023
Q2 		$88K Sell
339
-39
-10% -$9.38K 0.06% 49
2023
Q1 		$89K Hold
378
– – 0.07% 46
2022
Q4 		$83K Buy
378
+2
+0.5% +$444 0.07% 47
2022
Q3 		$77K Hold
376
– – 0.06% 43
2022
Q2 		$84K Buy
376
+1
+0.3% +$237 0.07% 42
2022
Q1 		$90K Sell
375
-4
-1% -$1.03K 0.07% 44
2021
Q4 		$105K Buy
379
+27
+8% +$7.31K 0.07% 42
2021
Q3 		$91K Sell
352
-19
-5% -$4.97K 0.06% 44
2021
Q2 		$93K Buy
371
+1
+0.3% +$249 0.06% 46
2021
Q1 		$92.3K Buy
370
+5
+1% +$1.16K 0.06% 46
2020
Q4 		$83K Hold
365
– – 0.06% 43
2020
Q3 		$76K Buy
365
+1
+0.3% +$193 0.06% 40
2020
Q2 		$68K Sell
364
-64
-15% -$10.8K 0.06% 49
2020
Q1 		$60K Sell
428
-18
-4% -$3.2K 0.07% 45
2019
Q4 		$84K Buy
+446
New +$80.4K 0.07% 47

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

HBC Financial Services's IWV Position: Q4 2024 in Review

HBC Financial Services increased its iShares Russell 3000 ETF (IWV) stake by 1.7% in Q4 2024, buying an estimated $2.36K and bringing the position to 409 shares worth $136K. The position accounts for 0.08% of the portfolio, ranked #41.

HBC Financial Services first reported a position in IWV in Q4 2019 and has held it in 21 quarters since. 850 funds tracked by Wall St. Rank hold IWV as of Q4 2024.

  • HBC Financial Services held 409 shares of iShares Russell 3000 ETF worth $136K as of Q4 2024.
  • HBC Financial Services bought 7 iShares Russell 3000 ETF shares in Q4 2024, an estimated $2.36K.
  • iShares Russell 3000 ETF made up 0.08% of HBC Financial Services's portfolio in Q4 2024, its #41 holding.
  • HBC Financial Services first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 21 quarters since.
  • 850 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.