HC Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

HC 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
2024 Q2	–	Sell	-4,249	Closed	-$1.28M	–	64
2024 Q1	$1.28M	Hold	4,249	–	–	0.61%	34
2023 Q4	$1.16M	Sell	4,249 -21	-0.5%	-$5.35K	0.65%	33
2023 Q3	$1.05M	Hold	4,270	–	–	0.62%	34
2023 Q2	$1.09M	Hold	4,270	–	–	0.63%	33
2023 Q1	$1.01M	Hold	4,270	–	–	0.62%	34
2022 Q4	$942K	Hold	4,270	–	–	0.64%	36
2022 Q3	$884K	Hold	4,270	–	–	0.61%	37
2022 Q2	$928K	Hold	4,270	–	–	0.66%	34
2022 Q1	$1.12M	Hold	4,270	–	–	0.71%	33
2021 Q4	$1.19M	Hold	4,270	–	–	0.73%	28
2021 Q3	$1.09M	Hold	4,270	–	–	0.71%	27
2021 Q2	$1.09M	Hold	4,270	–	–	0.67%	26
2021 Q1	$1.01M	Hold	4,270	–	–	0.65%	26
2020 Q4	$955K	Hold	4,270	–	–	0.65%	25
2020 Q3	$836K	Hold	4,270	–	–	0.67%	25
2020 Q2	$769K	Buy	+4,270	New	+$724K	0.64%	35
2020 Q1	–	Sell	-4,770	Closed	-$899K	–	40
2019 Q4	$899K	Buy	+4,770	New	+$860K	0.93%	26

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HC Advisors's IWV Position: Q2 2024 in Review

HC Advisors sold out of iShares Russell 3000 ETF (IWV) in Q2 2024, closing a stake of 4,249 shares — an estimated $1.28M sold.

HC Advisors first reported a position in IWV in Q4 2019 and held it in 17 quarters. The position peaked at $1.28M in Q1 2024. 770 funds tracked by Wall St. Rank hold IWV as of Q2 2024.

HC Advisors reported no remaining iShares Russell 3000 ETF position as of Q2 2024 after selling out during the quarter.
HC Advisors sold 4,249 iShares Russell 3000 ETF shares in Q2 2024, an estimated $1.28M.
HC Advisors first reported a position in iShares Russell 3000 ETF in Q4 2019 and held it in 17 quarters.
HC Advisors's iShares Russell 3000 ETF position peaked at $1.28M in Q1 2024.
770 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2024.

Based on HC Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.