Leelyn Smith’s iShares Russell 3000 ETF IWV Stock Holding History

Leelyn Smith’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 Q2	–	Sell	-28	Closed	-$7K	–	371
2021 Q1	$7K	Hold	28	–	–	﹤0.01%	316
2020 Q4	$6K	Hold	28	–	–	﹤0.01%	302
2020 Q3	$5K	Hold	28	–	–	﹤0.01%	299
2020 Q2	$5K	Hold	28	–	–	﹤0.01%	357
2020 Q1	$4K	Hold	28	–	–	﹤0.01%	296
2019 Q4	$5	Buy	+28	New	+$5.05K	﹤0.01%	285

Other funds holding IWV

SCM

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

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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

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

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

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

Leelyn Smith's IWV Position: Q2 2021 in Review

Leelyn Smith sold out of iShares Russell 3000 ETF (IWV) in Q2 2021, closing a stake of 28 shares — an estimated $7K sold.

Leelyn Smith first reported a position in IWV in Q4 2019 and held it in 6 quarters. The position peaked at $7K in Q1 2021. 586 funds tracked by Wall St. Rank hold IWV as of Q2 2021.

Leelyn Smith reported no remaining iShares Russell 3000 ETF position as of Q2 2021 after selling out during the quarter.
Leelyn Smith sold 28 iShares Russell 3000 ETF shares in Q2 2021, an estimated $7K.
Leelyn Smith first reported a position in iShares Russell 3000 ETF in Q4 2019 and held it in 6 quarters.
Leelyn Smith's iShares Russell 3000 ETF position peaked at $7K in Q1 2021.
586 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2021.

Based on Leelyn Smith's 13F filing for Q2 2021, filed 31 Aug 2021.