McIlrath & Eck’s iShares Russell 3000 ETF IWV Stock Holding History

McIlrath & Eck’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	-57	Closed	-$15K	–	848
2022 Q1	$15K	Buy	+57	New	+$14.8K	﹤0.01%	450

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

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

McIlrath & Eck's IWV Position: Q2 2022 in Review

McIlrath & Eck sold out of iShares Russell 3000 ETF (IWV) in Q2 2022, closing a stake of 57 shares — an estimated $15K sold.

McIlrath & Eck first reported a position in IWV in Q1 2022 and held it in 1 quarter. The position peaked at $15K in Q1 2022. 641 funds tracked by Wall St. Rank hold IWV as of Q2 2022.

McIlrath & Eck reported no remaining iShares Russell 3000 ETF position as of Q2 2022 after selling out during the quarter.
McIlrath & Eck sold 57 iShares Russell 3000 ETF shares in Q2 2022, an estimated $15K.
McIlrath & Eck first reported a position in iShares Russell 3000 ETF in Q1 2022 and held it in 1 quarter.
McIlrath & Eck's iShares Russell 3000 ETF position peaked at $15K in Q1 2022.
641 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2022.

Based on McIlrath & Eck's 13F filing for Q2 2022, filed 29 Jul 2022.