Lumature Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$30.3K	Hold	119	–	–	0.02%	248
2023 Q1	$28K	Hold	119	–	–	0.02%	253
2022 Q4	$26.3K	Hold	119	–	–	0.01%	254
2022 Q3	$25K	Hold	119	–	–	0.01%	267
2022 Q2	$26K	Hold	119	–	–	0.01%	275
2022 Q1	$31K	Sell	119 -17	-13%	-$4.4K	0.01%	286
2021 Q4	$38K	Buy	136 +17	+14%	+$4.61K	0.01%	242
2021 Q3	$30K	Hold	119	–	–	0.01%	257
2021 Q2	$30K	Hold	119	–	–	0.01%	251
2021 Q1	$28K	Sell	119 -133	-53%	-$30.9K	0.01%	251
2020 Q4	$56K	Buy	+252	New	+$52.9K	0.05%	146

Other funds holding IWV

SCM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lumature Wealth Partners's IWV Position: Q2 2023 in Review

Lumature Wealth Partners held its iShares Russell 3000 ETF (IWV) position steady in Q2 2023 at 119 shares worth $30.3K. The position accounts for 0.02% of the portfolio, ranked #248.

Lumature Wealth Partners first reported a position in IWV in Q4 2020 and has held it in 11 quarters since. The position peaked at $56K in Q4 2020. 679 funds tracked by Wall St. Rank hold IWV as of Q2 2023.

Lumature Wealth Partners held 119 shares of iShares Russell 3000 ETF worth $30.3K as of Q2 2023.
Lumature Wealth Partners left its iShares Russell 3000 ETF share count unchanged in Q2 2023.
iShares Russell 3000 ETF made up 0.02% of Lumature Wealth Partners's portfolio in Q2 2023, its #248 holding.
Lumature Wealth Partners first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's iShares Russell 3000 ETF position peaked at $56K in Q4 2020.
679 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.