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

Herold 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
Q2 		– Sell
-200
Closed -$52.5K – 421
2022
Q1 		$52.5K Buy
+200
New +$51.8K 0.02% 372
2021
Q4 		– Sell
-200
Closed -$50K – 409
2021
Q3 		$50K Buy
+200
New +$52.4K 0.02% 376

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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Herold Advisors's IWV Position: Q2 2022 in Review

Herold Advisors sold out of iShares Russell 3000 ETF (IWV) in Q2 2022, closing a stake of 200 shares — an estimated $52.5K sold.

Herold Advisors first reported a position in IWV in Q3 2021 and held it in 2 quarters. The position peaked at $52.5K in Q1 2022. 641 funds tracked by Wall St. Rank hold IWV as of Q2 2022.

  • Herold Advisors reported no remaining iShares Russell 3000 ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 200 iShares Russell 3000 ETF shares in Q2 2022, an estimated $52.5K.
  • Herold Advisors first reported a position in iShares Russell 3000 ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's iShares Russell 3000 ETF position peaked at $52.5K in Q1 2022.
  • 641 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.