Hills Bank & Trust’s iShares Russell 3000 ETF IWV Stock Holding History

Hills Bank & Trust’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
2023 Q2	–	Sell	-2,386	Closed	-$562K	–	254
2023 Q1	$562K	Hold	2,386	–	–	0.08%	135
2022 Q4	$527K	Hold	2,386	–	–	0.08%	137
2022 Q3	$494K	Hold	2,386	–	–	0.07%	132
2022 Q2	$519K	Buy	+2,386	New	+$565K	0.08%	132

Other funds holding IWV

SCM

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

JMPWA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hills Bank & Trust's IWV Position: Q2 2023 in Review

Hills Bank & Trust sold out of iShares Russell 3000 ETF (IWV) in Q2 2023, closing a stake of 2,386 shares — an estimated $562K sold.

Hills Bank & Trust first reported a position in IWV in Q2 2022 and held it in 4 quarters. The position peaked at $562K in Q1 2023. 679 funds tracked by Wall St. Rank hold IWV as of Q2 2023.

Hills Bank & Trust reported no remaining iShares Russell 3000 ETF position as of Q2 2023 after selling out during the quarter.
Hills Bank & Trust sold 2,386 iShares Russell 3000 ETF shares in Q2 2023, an estimated $562K.
Hills Bank & Trust first reported a position in iShares Russell 3000 ETF in Q2 2022 and held it in 4 quarters.
Hills Bank & Trust's iShares Russell 3000 ETF position peaked at $562K in Q1 2023.
679 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2023.

Based on Hills Bank & Trust's 13F filing for Q2 2023, filed 21 Jul 2023.