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JFG Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

JFG Wealth Management’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
Q2 		– Sell
-785
Closed -$206K – 44
2022
Q1 		$206K Buy
+785
New +$203K 0.06% 39

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JFG Wealth Management's IWV Position: Q2 2022 in Review

JFG Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q2 2022, closing a stake of 785 shares — an estimated $206K sold.

JFG Wealth Management first reported a position in IWV in Q1 2022 and held it in 1 quarter. The position peaked at $206K in Q1 2022. 641 funds tracked by Wall St. Rank hold IWV as of Q2 2022.

  • JFG Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q2 2022 after selling out during the quarter.
  • JFG Wealth Management sold 785 iShares Russell 3000 ETF shares in Q2 2022, an estimated $206K.
  • JFG Wealth Management first reported a position in iShares Russell 3000 ETF in Q1 2022 and held it in 1 quarter.
  • JFG Wealth Management's iShares Russell 3000 ETF position peaked at $206K in Q1 2022.
  • 641 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2022.

Based on JFG Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.