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

Level Four Financial’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	$233K	Hold	916	–	–	0.1%	248
2021 Q2	$234K	Buy	916 +21	+2%	+$5.24K	0.1%	263
2021 Q1	$212K	Sell	895 -10	-1%	-$2.32K	0.1%	249
2020 Q4	$202K	Buy	+905	New	+$190K	0.09%	277

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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 $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Level Four Financial's IWV Position: Q3 2021 in Review

Level Four Financial held its iShares Russell 3000 ETF (IWV) position steady in Q3 2021 at 916 shares worth $233K. The position accounts for 0.1% of the portfolio, ranked #248.

Level Four Financial first reported a position in IWV in Q4 2020 and has held it in 4 quarters since. The position peaked at $234K in Q2 2021. 585 funds tracked by Wall St. Rank hold IWV as of Q3 2021.

Level Four Financial held 916 shares of iShares Russell 3000 ETF worth $233K as of Q3 2021.
Level Four Financial left its iShares Russell 3000 ETF share count unchanged in Q3 2021.
iShares Russell 3000 ETF made up 0.1% of Level Four Financial's portfolio in Q3 2021, its #248 holding.
Level Four Financial first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 4 quarters since.
Level Four Financial's iShares Russell 3000 ETF position peaked at $234K in Q2 2021.
585 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.