MHS
IWV icon

M Holdings Securities’s iShares Russell 3000 ETF IWV Stock Holding History

M Holdings Securities’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
2022
Q2 		– Sell
-1,237
Closed -$325K – 488
2022
Q1 		$325K Buy
+1,237
New +$320K 0.02% 380
2015
Q3 		– Sell
-2,977
Closed -$369K – 196
2015
Q2 		$369K Sell
2,977
-104
-3% -$13.1K 0.25% 118
2015
Q1 		$382K Sell
3,081
-198
-6% -$24.4K 0.25% 118
2014
Q4 		$401K Buy
3,279
+1,226
+60% +$146K 0.26% 110
2014
Q3 		$225K Sell
2,053
-606
-23% -$71.4K 0.13% 165
2014
Q2 		$313K Buy
2,659
+200
+8% +$22.7K 0.2% 131
2014
Q1 		$276K Buy
+2,459
New +$271K 0.29% 93

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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return