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May Barnhard Investments’s iShares Russell 3000 ETF IWV Stock Holding History

May Barnhard Investments’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
2024
Q1 		– Sell
-936
Closed -$256K – 81
2023
Q4 		$256K Buy
+936
New +$239K 0.13% 69

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

May Barnhard Investments's IWV Position: Q1 2024 in Review

May Barnhard Investments sold out of iShares Russell 3000 ETF (IWV) in Q1 2024, closing a stake of 936 shares — an estimated $256K sold.

May Barnhard Investments first reported a position in IWV in Q4 2023 and held it in 1 quarter. The position peaked at $256K in Q4 2023. 759 funds tracked by Wall St. Rank hold IWV as of Q1 2024.

  • May Barnhard Investments reported no remaining iShares Russell 3000 ETF position as of Q1 2024 after selling out during the quarter.
  • May Barnhard Investments sold 936 iShares Russell 3000 ETF shares in Q1 2024, an estimated $256K.
  • May Barnhard Investments first reported a position in iShares Russell 3000 ETF in Q4 2023 and held it in 1 quarter.
  • May Barnhard Investments's iShares Russell 3000 ETF position peaked at $256K in Q4 2023.
  • 759 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2024.

Based on May Barnhard Investments's 13F filing for Q1 2024, filed 8 Apr 2025.