HTC
IWV icon

Hershey Trust Company’s iShares Russell 3000 ETF IWV Stock Holding History

Hershey Trust Company’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
2020
Q2 		– Sell
-57,500
Closed -$8.53M – 21
2020
Q1 		$8.53M Buy
+57,500
New +$10.2M 0.11% 3

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hershey Trust Company's IWV Position: Q2 2020 in Review

Hershey Trust Company sold out of iShares Russell 3000 ETF (IWV) in Q2 2020, closing a stake of 57,500 shares — an estimated $8.53M sold.

Hershey Trust Company first reported a position in IWV in Q1 2020 and held it in 1 quarter. The position peaked at $8.53M in Q1 2020. 516 funds tracked by Wall St. Rank hold IWV as of Q2 2020.

  • Hershey Trust Company reported no remaining iShares Russell 3000 ETF position as of Q2 2020 after selling out during the quarter.
  • Hershey Trust Company sold 57,500 iShares Russell 3000 ETF shares in Q2 2020, an estimated $8.53M.
  • Hershey Trust Company first reported a position in iShares Russell 3000 ETF in Q1 2020 and held it in 1 quarter.
  • Hershey Trust Company's iShares Russell 3000 ETF position peaked at $8.53M in Q1 2020.
  • 516 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2020.

Based on Hershey Trust Company's 13F filing for Q2 2020, filed 22 Jul 2020.