Heritage Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Heritage Wealth 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
2022 Q1	–	Sell	-31	Closed	-$9K	–	548
2021 Q4	$9K	Hold	31	–	–	﹤0.01%	459
2021 Q3	$7.9K	Hold	31	–	–	﹤0.01%	446
2021 Q2	$7.93K	Hold	31	–	–	﹤0.01%	459
2021 Q1	$7.35K	Hold	31	–	–	﹤0.01%	476
2020 Q4	$7K	Hold	31	–	–	﹤0.01%	477
2020 Q3	$6.07K	Hold	31	–	–	﹤0.01%	420
2020 Q2	$5.58K	Hold	31	–	–	﹤0.01%	404
2020 Q1	$4.6K	Hold	31	–	–	﹤0.01%	402
2019 Q4	$5.84K	Hold	31	–	–	﹤0.01%	436
2019 Q3	$5K	Buy	+31	New	+$5.38K	﹤0.01%	409

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Heritage Wealth Advisors's IWV Position: Q1 2022 in Review

Heritage Wealth Advisors sold out of iShares Russell 3000 ETF (IWV) in Q1 2022, closing a stake of 31 shares — an estimated $9K sold.

Heritage Wealth Advisors first reported a position in IWV in Q3 2019 and held it in 10 quarters. The position peaked at $9K in Q4 2021. 658 funds tracked by Wall St. Rank hold IWV as of Q1 2022.

Heritage Wealth Advisors reported no remaining iShares Russell 3000 ETF position as of Q1 2022 after selling out during the quarter.
Heritage Wealth Advisors sold 31 iShares Russell 3000 ETF shares in Q1 2022, an estimated $9K.
Heritage Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q3 2019 and held it in 10 quarters.
Heritage Wealth Advisors's iShares Russell 3000 ETF position peaked at $9K in Q4 2021.
658 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2022.

Based on Heritage Wealth Advisors's 13F filing for Q1 2022, filed 11 May 2022.