Heritage Wealth Management (Arizona)’s iShares Russell 3000 ETF IWV Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$36.6K	Buy	166 +83	+100%	+$18.4K	0.01%	554
2022 Q3	$17K	Hold	83	–	–	0.01%	566
2022 Q2	$18K	Sell	83 -205	-71%	-$48.5K	0.01%	555
2022 Q1	$76K	Buy	+288	New	+$74.6K	0.02%	408
2021 Q3	$25K	Hold	100	–	–	0.01%	529
2021 Q2	$26K	Sell	100 -3	-3%	-$748	0.01%	523
2021 Q1	$24K	Buy	+103	New	+$23.9K	0.01%	469

Other funds holding IWV

JMPWA

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

SCM

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

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

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

Heritage Wealth Management (Arizona)'s IWV Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Russell 3000 ETF (IWV) stake by 100% in Q4 2022, buying an estimated $18.4K and bringing the position to 166 shares worth $36.6K. The position accounts for 0.01% of the portfolio, ranked #554.

Heritage Wealth Management (Arizona) first reported a position in IWV in Q1 2021 and has held it in 7 quarters since. The position peaked at $76K in Q1 2022. 696 funds tracked by Wall St. Rank hold IWV as of Q4 2022.

Heritage Wealth Management (Arizona) held 166 shares of iShares Russell 3000 ETF worth $36.6K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 83 iShares Russell 3000 ETF shares in Q4 2022, an estimated $18.4K.
iShares Russell 3000 ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #554 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares Russell 3000 ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s iShares Russell 3000 ETF position peaked at $76K in Q1 2022.
696 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.