Kistler-Tiffany Companies’s iShares Russell 3000 ETF IWV Stock Holding History

Kistler-Tiffany Companies’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
2023 Q2	$25.4K	Hold	100	–	–	﹤0.01%	588
2023 Q1	$23.5K	Hold	100	–	–	﹤0.01%	530
2022 Q4	$22.1K	Sell	100 -138	-58%	-$30.7K	﹤0.01%	526
2022 Q3	$49K	Hold	238	–	–	0.01%	379
2022 Q2	$52K	Hold	238	–	–	0.01%	371
2022 Q1	$62K	Hold	238	–	–	0.01%	366
2021 Q4	$66K	Hold	238	–	–	0.01%	345
2021 Q3	$61K	Sell	238 -236	-50%	-$61.8K	0.01%	346
2021 Q2	$121K	Hold	474	–	–	0.03%	247
2021 Q1	$112K	Hold	474	–	–	0.03%	232
2020 Q4	$106K	Hold	474	–	–	0.03%	222
2020 Q3	$93K	Buy	474 +100	+27%	+$19.3K	0.03%	220
2020 Q2	$67K	Hold	374	–	–	0.02%	236
2020 Q1	$70K	Hold	374	–	–	0.02%	226
2019 Q4	$70K	Hold	374	–	–	0.02%	230
2019 Q3	$65K	Hold	374	–	–	0.02%	231
2019 Q2	$64K	Hold	374	–	–	0.02%	237
2019 Q1	$62K	Hold	374	–	–	0.03%	229
2018 Q4	$55K	Hold	374	–	–	0.03%	220
2018 Q3	$64K	Hold	374	–	–	0.03%	224
2018 Q2	$61K	Hold	374	–	–	0.03%	227
2018 Q1	$58K	Hold	374	–	–	0.02%	249
2017 Q4	$59K	Hold	374	–	–	0.02%	261
2017 Q3	$56K	Hold	374	–	–	0.02%	258
2017 Q2	$54K	Hold	374	–	–	0.02%	251
2017 Q1	$52K	Hold	374	–	–	0.02%	247
2016 Q4	$50K	Hold	374	–	–	0.02%	251
2016 Q3	$48K	Hold	374	–	–	0.02%	259
2016 Q2	$46K	Hold	374	–	–	0.02%	261
2016 Q1	$45K	Hold	374	–	–	0.03%	257
2015 Q4	$45K	Hold	374	–	–	0.02%	264
2015 Q3	$43K	Hold	374	–	–	0.03%	265
2015 Q2	$46K	Hold	374	–	–	0.03%	265
2015 Q1	$46K	Hold	374	–	–	0.03%	243
2014 Q4	$46K	Hold	374	–	–	0.03%	247
2014 Q3	$44K	Hold	374	–	–	0.03%	248
2014 Q2	$44K	Hold	374	–	–	0.03%	248
2014 Q1	$42K	Hold	374	–	–	0.03%	249
2013 Q4	$41K	Hold	374	–	–	0.03%	255
2013 Q3	$38K	Hold	374	–	–	0.03%	261
2013 Q2	$36K	Buy	+374	New	+$35.8K	0.03%	252

Other funds holding IWV

SCM

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

JMPWA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kistler-Tiffany Companies's IWV Position: Q2 2023 in Review

Kistler-Tiffany Companies held its iShares Russell 3000 ETF (IWV) position steady in Q2 2023 at 100 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Kistler-Tiffany Companies first reported a position in IWV in Q2 2013 and has held it in 41 quarters since. The position peaked at $121K in Q2 2021. 679 funds tracked by Wall St. Rank hold IWV as of Q2 2023.

Kistler-Tiffany Companies held 100 shares of iShares Russell 3000 ETF worth $25.4K as of Q2 2023.
Kistler-Tiffany Companies left its iShares Russell 3000 ETF share count unchanged in Q2 2023.
iShares Russell 3000 ETF made up ﹤0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #588 holding.
Kistler-Tiffany Companies first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 41 quarters since.
Kistler-Tiffany Companies's iShares Russell 3000 ETF position peaked at $121K in Q2 2021.
679 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.