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Lighthouse Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Lighthouse Financial 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
2021
Q1 		$252K Hold
1,063
– – 0.08% 94
2020
Q4 		$237K Sell
1,063
-115
-10% -$24.2K 0.08% 98
2020
Q3 		$230K Buy
1,178
+4
+0.3% +$774 0.09% 96
2020
Q2 		$211K Buy
+1,174
New +$199K 0.09% 98
2020
Q1 		– Sell
-1,373
Closed -$258K – 172
2019
Q4 		$258K Buy
+1,373
New +$247K 0.12% 70

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lighthouse Financial Advisors's IWV Position: Q1 2021 in Review

Lighthouse Financial Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q1 2021 at 1,063 shares worth $252K. The position accounts for 0.08% of the portfolio, ranked #94.

Lighthouse Financial Advisors first reported a position in IWV in Q4 2019 and has held it in 5 quarters since. The position peaked at $258K in Q4 2019. 579 funds tracked by Wall St. Rank hold IWV as of Q1 2021.

  • Lighthouse Financial Advisors held 1,063 shares of iShares Russell 3000 ETF worth $252K as of Q1 2021.
  • Lighthouse Financial Advisors left its iShares Russell 3000 ETF share count unchanged in Q1 2021.
  • iShares Russell 3000 ETF made up 0.08% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #94 holding.
  • Lighthouse Financial Advisors first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 5 quarters since.
  • Lighthouse Financial Advisors's iShares Russell 3000 ETF position peaked at $258K in Q4 2019.
  • 579 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.