Karp Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History

Karp Capital 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 Q4	–	Sell	-134,777	Closed	-$27.9M	–	62
2022 Q3	$27.9M	Buy	+134,777	New	+$31M	5.71%	1
2022 Q1	–	Sell	-193,683	Closed	-$53.7M	–	149
2021 Q4	$53.7M	Buy	+193,683	New	+$52.5M	6.74%	1
2020 Q3	–	Sell	-1,570	Closed	-$283K	–	96
2020 Q2	$283K	Sell	1,570 -33,341	-96%	-$5.65M	0.08%	78
2020 Q1	$5.18M	Buy	34,911 +1,626	+5%	+$289K	1.7%	23
2019 Q4	$6.27M	Buy	33,285 +245	+0.7%	+$44.2K	1.65%	24
2019 Q3	$5.74M	Buy	33,040 +13,575	+70%	+$2.35M	1.67%	26
2019 Q2	$3.35M	Buy	+19,465	New	+$3.3M	1.06%	43

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 $9.44B AUM 18.1% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

Karp Capital Management's IWV Position: Q4 2022 in Review

Karp Capital Management sold out of iShares Russell 3000 ETF (IWV) in Q4 2022, closing a stake of 134,777 shares — an estimated $27.9M sold.

Karp Capital Management first reported a position in IWV in Q2 2019 and held it in 7 quarters. The position peaked at $53.7M in Q4 2021. 694 funds tracked by Wall St. Rank hold IWV as of Q4 2022.

Karp Capital Management reported no remaining iShares Russell 3000 ETF position as of Q4 2022 after selling out during the quarter.
Karp Capital Management sold 134,777 iShares Russell 3000 ETF shares in Q4 2022, an estimated $27.9M.
Karp Capital Management first reported a position in iShares Russell 3000 ETF in Q2 2019 and held it in 7 quarters.
Karp Capital Management's iShares Russell 3000 ETF position peaked at $53.7M in Q4 2021.
694 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.