Liberty Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Liberty Wealth Management’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 Q4	–	Sell	-206	Closed	-$52K	–	646
2021 Q3	$52K	Hold	206	–	–	0.02%	415
2021 Q2	$53K	Hold	206	–	–	0.02%	307
2021 Q1	$46K	Hold	206	–	–	0.02%	292
2020 Q4	$46K	Hold	206	–	–	0.02%	289
2020 Q3	$40K	Hold	206	–	–	0.02%	265
2020 Q2	$37K	Hold	206	–	–	0.03%	265
2020 Q1	$31K	Hold	206	–	–	0.03%	280
2019 Q4	$39K	Hold	206	–	–	0.03%	297
2019 Q3	$36K	Hold	206	–	–	0.03%	292
2019 Q2	$36K	Buy	206 +49	+31%	+$8.31K	0.03%	303
2019 Q1	$26K	Sell	157 -29	-16%	-$4.65K	0.02%	305
2018 Q4	$27K	Buy	+186	New	+$29.6K	0.02%	282

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Liberty Wealth Management's IWV Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q4 2021, closing a stake of 206 shares — an estimated $52K sold.

Liberty Wealth Management first reported a position in IWV in Q4 2018 and held it in 12 quarters. The position peaked at $53K in Q2 2021. 671 funds tracked by Wall St. Rank hold IWV as of Q4 2021.

Liberty Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 206 iShares Russell 3000 ETF shares in Q4 2021, an estimated $52K.
Liberty Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's iShares Russell 3000 ETF position peaked at $53K in Q2 2021.
671 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.