Huber Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Huber Financial 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
2020 Q1	$310K	Sell	2,090 -70	-3%	-$12.5K	0.12%	79
2019 Q4	$407K	Hold	2,160	–	–	0.14%	82
2019 Q3	$375K	Sell	2,160 -47	-2%	-$8.15K	0.15%	79
2019 Q2	$380K	Buy	2,207 +2	+0.1%	+$339	0.17%	74
2019 Q1	$368K	Buy	2,205 +2	+0.1%	+$321	0.18%	78
2018 Q4	$324K	Buy	2,203 +4	+0.2%	+$635	0.18%	72
2018 Q3	$379K	Buy	2,199 +2	+0.1%	+$339	0.29%	62
2018 Q2	$356K	Hold	2,197	–	–	0.32%	59
2018 Q1	$344K	Sell	2,197 -189	-8%	-$30.5K	0.34%	60
2017 Q4	$377K	Buy	+2,386	New	+$368K	0.42%	46

Other funds holding IWV

SCM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JMPWA

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Huber Financial Advisors's IWV Position: Q1 2020 in Review

Huber Financial Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 3.2% in Q1 2020, selling an estimated $12.5K and leaving 2,090 shares worth $310K. The position accounts for 0.12% of the portfolio, ranked #79.

Huber Financial Advisors first reported a position in IWV in Q4 2017 and has held it in 10 quarters since. The position peaked at $407K in Q4 2019. 496 funds tracked by Wall St. Rank hold IWV as of Q1 2020.

Huber Financial Advisors held 2,090 shares of iShares Russell 3000 ETF worth $310K as of Q1 2020.
Huber Financial Advisors sold 70 iShares Russell 3000 ETF shares in Q1 2020, an estimated $12.5K.
iShares Russell 3000 ETF made up 0.12% of Huber Financial Advisors's portfolio in Q1 2020, its #79 holding.
Huber Financial Advisors first reported a position in iShares Russell 3000 ETF in Q4 2017 and has held it in 10 quarters since.
Huber Financial Advisors's iShares Russell 3000 ETF position peaked at $407K in Q4 2019.
496 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.