Householder Group Estate & Retirement Specialist’s iShares Russell 3000 ETF IWV Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-62	Closed	-$20K	–	879
2024 Q3	$20K	Sell	62 -14	-18%	-$4.41K	0.01%	681
2024 Q2	$23K	Hold	76	–	–	0.01%	653
2024 Q1	$22.8K	Hold	76	–	–	0.01%	654
2023 Q4	$20K	Sell	76 -21	-22%	-$5.35K	0.01%	643
2023 Q3	$23.8K	Buy	+97	New	+$24.8K	0.01%	598
2023 Q1	$12K	Buy	+53	New	+$12.2K	﹤0.01%	759
2022 Q4	–	Sell	-53	Closed	-$10K	–	725
2022 Q3	$10K	Buy	+53	New	+$12.2K	﹤0.01%	727

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IWV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Russell 3000 ETF (IWV) in Q4 2024, closing a stake of 62 shares — an estimated $20K sold.

Householder Group Estate & Retirement Specialist first reported a position in IWV in Q3 2022 and held it in 7 quarters. The position peaked at $23.8K in Q3 2023. 850 funds tracked by Wall St. Rank hold IWV as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares Russell 3000 ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 62 iShares Russell 3000 ETF shares in Q4 2024, an estimated $20K.
Householder Group Estate & Retirement Specialist first reported a position in iShares Russell 3000 ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's iShares Russell 3000 ETF position peaked at $23.8K in Q3 2023.
850 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.