INVST’s iShares Russell 3000 ETF IWV Stock Holding History

INVST’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	–	Sell	-1,393	Closed	-$263K	–	114
2019 Q4	$263K	Buy	1,393 +79	+6%	+$14.2K	0.1%	70
2019 Q3	$225K	Buy	+1,314	New	+$228K	0.1%	72

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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 $74.2B AUM 21.09% 1-Year Est. Return

INVST's IWV Position: Q1 2020 in Review

INVST sold out of iShares Russell 3000 ETF (IWV) in Q1 2020, closing a stake of 1,393 shares — an estimated $263K sold.

INVST first reported a position in IWV in Q3 2019 and held it in 2 quarters. The position peaked at $263K in Q4 2019. 495 funds tracked by Wall St. Rank hold IWV as of Q1 2020.

INVST reported no remaining iShares Russell 3000 ETF position as of Q1 2020 after selling out during the quarter.
INVST sold 1,393 iShares Russell 3000 ETF shares in Q1 2020, an estimated $263K.
INVST first reported a position in iShares Russell 3000 ETF in Q3 2019 and held it in 2 quarters.
INVST's iShares Russell 3000 ETF position peaked at $263K in Q4 2019.
495 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2020.

Based on INVST's 13F filing for Q1 2020, filed 23 Jun 2021.