Hudock Inc’s iShares Russell 3000 ETF IWV Stock Holding History

Hudock Inc’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 Q4	–	Sell	-423	Closed	-$87K	–	426
2022 Q3	$87K	Buy	423 +2	+0.5%	+$460	0.03%	221
2022 Q2	$91K	Buy	421 +3	+0.7%	+$710	0.03%	220
2022 Q1	$109K	Hold	418	–	–	0.03%	215
2021 Q4	$116K	Buy	418 +1	+0.2%	+$271	0.03%	225
2021 Q3	$106K	Buy	417 +1	+0.2%	+$262	0.03%	228
2021 Q2	$106K	Buy	416 +82	+25%	+$20.4K	0.03%	230
2021 Q1	$79K	Buy	334 +1	+0.3%	+$232	0.02%	265
2020 Q4	$74K	Buy	333 +1	+0.3%	+$210	0.02%	263
2020 Q3	$64K	Buy	332 +2	+0.6%	+$387	0.02%	244
2020 Q2	$59K	Buy	330 +1	+0.3%	+$169	0.02%	246
2020 Q1	$48K	Buy	329 +2	+0.6%	+$356	0.02%	230
2019 Q4	$62K	Buy	327 +1	+0.3%	+$180	0.02%	222
2019 Q3	$56K	Buy	326 +2	+0.6%	+$347	0.02%	236
2019 Q2	$56K	Buy	324 +1	+0.3%	+$170	0.02%	230
2019 Q1	$53K	Buy	323 +1	+0.3%	+$160	0.02%	233
2018 Q4	$46K	Buy	322 +4	+1%	+$635	0.02%	230
2018 Q3	$54K	Buy	318 +1	+0.3%	+$169	0.02%	234
2018 Q2	$51K	Hold	317	–	–	0.02%	225
2018 Q1	$49K	Buy	317 +1	+0.3%	+$162	0.02%	241
2017 Q4	$50K	Buy	316 +3	+1%	+$463	0.02%	235
2017 Q3	$46K	Buy	313 +1	+0.3%	+$146	0.02%	244
2017 Q2	$44K	Buy	312 +1	+0.3%	+$142	0.02%	242
2017 Q1	$43K	Buy	+311	New	+$42.9K	0.02%	239

Other funds holding IWV

JMPWA

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

SCM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Hudock Inc's IWV Position: Q4 2022 in Review

Hudock Inc sold out of iShares Russell 3000 ETF (IWV) in Q4 2022, closing a stake of 423 shares — an estimated $87K sold.

Hudock Inc first reported a position in IWV in Q1 2017 and held it in 23 quarters. The position peaked at $116K in Q4 2021. 696 funds tracked by Wall St. Rank hold IWV as of Q4 2022.

Hudock Inc reported no remaining iShares Russell 3000 ETF position as of Q4 2022 after selling out during the quarter.
Hudock Inc sold 423 iShares Russell 3000 ETF shares in Q4 2022, an estimated $87K.
Hudock Inc first reported a position in iShares Russell 3000 ETF in Q1 2017 and held it in 23 quarters.
Hudock Inc's iShares Russell 3000 ETF position peaked at $116K in Q4 2021.
696 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.