LFAS
IWV icon

Level Four Advisory Services’s iShares Russell 3000 ETF IWV Stock Holding History

Level Four Advisory Services’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
Q2 		– Sell
-1,130
Closed -$309K – 815
2024
Q1 		$309K Hold
1,130
– – 0.02% 598
2023
Q4 		$309K Buy
1,130
+265
+31% +$67.6K 0.02% 597
2023
Q3 		$212K Sell
865
-125
-13% -$31.9K 0.01% 674
2023
Q2 		$252K Sell
990
-22
-2% -$5.29K 0.02% 669
2023
Q1 		$238K Buy
1,012
+33
+3% +$7.62K 0.02% 642
2022
Q4 		$216K Buy
979
+13
+1% +$2.89K 0.02% 596
2022
Q3 		$200K Sell
966
-30
-3% -$6.9K 0.02% 513
2022
Q2 		$217K Hold
996
– – 0.02% 507
2022
Q1 		$261K Hold
996
– – 0.02% 543
2021
Q4 		$276K Buy
+996
New +$270K 0.02% 528

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return