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Karn Couzens & Associates’s iShares Russell 3000 ETF IWV Stock Holding History

Karn Couzens & Associates’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
Q1 		$8.23M Sell
31,361
-5
-0% -$1.29K 5.23% 5
2021
Q4 		$8.7M Sell
31,366
-5
-0% -$1.35K 5.97% 5
2021
Q3 		$8M Buy
31,371
+131
+0.4% +$34.3K 6.09% 5
2021
Q2 		$8M Buy
31,240
+59
+0.2% +$14.7K 6.2% 5
2021
Q1 		$7.4M Sell
31,181
-707
-2% -$164K 6.64% 4
2020
Q4 		$7.13M Buy
+31,888
New +$6.7M 6.75% 4

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Karn Couzens & Associates's IWV Position: Q1 2022 in Review

Karn Couzens & Associates reduced its iShares Russell 3000 ETF (IWV) stake by 0.02% in Q1 2022, selling an estimated $1.29K and leaving 31,361 shares worth $8.23M. The position accounts for 5.23% of the portfolio, ranked #5.

Karn Couzens & Associates first reported a position in IWV in Q4 2020 and has held it in 6 quarters since. The position peaked at $8.7M in Q4 2021. 658 funds tracked by Wall St. Rank hold IWV as of Q1 2022.

  • Karn Couzens & Associates held 31,361 shares of iShares Russell 3000 ETF worth $8.23M as of Q1 2022.
  • Karn Couzens & Associates sold 5 iShares Russell 3000 ETF shares in Q1 2022, an estimated $1.29K.
  • iShares Russell 3000 ETF made up 5.23% of Karn Couzens & Associates's portfolio in Q1 2022, its #5 holding.
  • Karn Couzens & Associates first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 6 quarters since.
  • Karn Couzens & Associates's iShares Russell 3000 ETF position peaked at $8.7M in Q4 2021.
  • 658 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.