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Kowal Investment Group’s iShares Russell 3000 ETF IWV Stock Holding History

Kowal Investment Group’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
2021
Q3 		– Sell
-817
Closed -$209K – 964
2021
Q2 		$209K Buy
+817
New +$204K 0.08% 98

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kowal Investment Group's IWV Position: Q3 2021 in Review

Kowal Investment Group sold out of iShares Russell 3000 ETF (IWV) in Q3 2021, closing a stake of 817 shares — an estimated $209K sold.

Kowal Investment Group first reported a position in IWV in Q2 2021 and held it in 1 quarter. The position peaked at $209K in Q2 2021. 584 funds tracked by Wall St. Rank hold IWV as of Q3 2021.

  • Kowal Investment Group reported no remaining iShares Russell 3000 ETF position as of Q3 2021 after selling out during the quarter.
  • Kowal Investment Group sold 817 iShares Russell 3000 ETF shares in Q3 2021, an estimated $209K.
  • Kowal Investment Group first reported a position in iShares Russell 3000 ETF in Q2 2021 and held it in 1 quarter.
  • Kowal Investment Group's iShares Russell 3000 ETF position peaked at $209K in Q2 2021.
  • 584 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2021.

Based on Kowal Investment Group's 13F filing for Q3 2021, filed 12 Nov 2021.