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Leonard Rickey Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Leonard Rickey Investment Advisors’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
2024
Q3 		– Sell
-877
Closed -$271K – 112
2024
Q2 		$271K Hold
877
– – 0.06% 86
2024
Q1 		$263K Buy
+877
New +$250K 0.07% 77
2023
Q4 		– Sell
-947
Closed -$232K – 87
2023
Q3 		$232K Hold
947
– – 0.08% 71
2023
Q2 		$241K Hold
947
– – 0.09% 64
2023
Q1 		$223K Sell
947
-179
-16% -$41.3K 0.09% 63
2022
Q4 		$249K Sell
1,126
-8
-0.7% -$1.78K 0.11% 57
2022
Q3 		$235K Hold
1,134
– – 0.11% 54
2022
Q2 		$247K Hold
1,134
– – 0.11% 57
2022
Q1 		$298K Sell
1,134
-30
-3% -$7.77K 0.11% 55
2021
Q4 		$323K Hold
1,164
– – 0.12% 55
2021
Q3 		$297K Hold
1,164
– – 0.12% 55
2021
Q2 		$301K Sell
1,164
-25
-2% -$6.23K 0.13% 56
2021
Q1 		$282K Sell
1,189
-43
-3% -$9.99K 0.11% 55
2020
Q4 		$275K Hold
1,232
– – 0.13% 49
2020
Q3 		$241K Hold
1,232
– – 0.15% 51
2020
Q2 		$222K Sell
1,232
-328
-21% -$55.6K 0.14% 59
2020
Q1 		$231K Buy
1,560
+8
+0.5% +$1.42K 0.18% 52
2019
Q4 		$293K Sell
1,552
-150
-9% -$27K 0.18% 57
2019
Q3 		$296K Hold
1,702
– – 0.2% 51
2019
Q2 		$293K Hold
1,702
– – 0.2% 51
2019
Q1 		$284K Buy
+1,702
New +$273K 0.21% 54

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Leonard Rickey Investment Advisors's IWV Position: Q3 2024 in Review

Leonard Rickey Investment Advisors sold out of iShares Russell 3000 ETF (IWV) in Q3 2024, closing a stake of 877 shares — an estimated $271K sold.

Leonard Rickey Investment Advisors first reported a position in IWV in Q1 2019 and held it in 21 quarters. The position peaked at $323K in Q4 2021. 781 funds tracked by Wall St. Rank hold IWV as of Q3 2024.

  • Leonard Rickey Investment Advisors reported no remaining iShares Russell 3000 ETF position as of Q3 2024 after selling out during the quarter.
  • Leonard Rickey Investment Advisors sold 877 iShares Russell 3000 ETF shares in Q3 2024, an estimated $271K.
  • Leonard Rickey Investment Advisors first reported a position in iShares Russell 3000 ETF in Q1 2019 and held it in 21 quarters.
  • Leonard Rickey Investment Advisors's iShares Russell 3000 ETF position peaked at $323K in Q4 2021.
  • 781 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2024.

Based on Leonard Rickey Investment Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.