Leo Brokerage’s iShares Russell 3000 ETF IWV Stock Holding History

Leo Brokerage’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 Q2	–	Sell	-2,467	Closed	-$647K	–	221
2022 Q1	$647K	Buy	+2,467	New	+$639K	0.1%	128

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 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

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

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

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

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

Leo Brokerage's IWV Position: Q2 2022 in Review

Leo Brokerage sold out of iShares Russell 3000 ETF (IWV) in Q2 2022, closing a stake of 2,467 shares — an estimated $647K sold.

Leo Brokerage first reported a position in IWV in Q1 2022 and held it in 1 quarter. The position peaked at $647K in Q1 2022. 641 funds tracked by Wall St. Rank hold IWV as of Q2 2022.

Leo Brokerage reported no remaining iShares Russell 3000 ETF position as of Q2 2022 after selling out during the quarter.
Leo Brokerage sold 2,467 iShares Russell 3000 ETF shares in Q2 2022, an estimated $647K.
Leo Brokerage first reported a position in iShares Russell 3000 ETF in Q1 2022 and held it in 1 quarter.
Leo Brokerage's iShares Russell 3000 ETF position peaked at $647K in Q1 2022.
641 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2022.

Based on Leo Brokerage's 13F filing for Q2 2022, filed 11 Jul 2022.