Measured Wealth Private Client Group’s iShares Russell 3000 ETF IWV Stock Holding History

Measured Wealth Private Client Group’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 Q3	–	Sell	-3,120	Closed	-$798K	–	168
2021 Q2	$798K	Hold	3,120	–	–	0.25%	63
2021 Q1	$740K	Sell	3,120 -2,629	-46%	-$611K	0.26%	58
2020 Q4	$1.28M	Hold	5,749	–	–	0.54%	36
2020 Q3	$1.13M	Hold	5,749	–	–	0.54%	31
2020 Q2	$1.03M	Hold	5,749	–	–	0.6%	26
2020 Q1	$853K	Buy	+5,749	New	+$1.02M	0.66%	23

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

Measured Wealth Private Client Group's IWV Position: Q3 2021 in Review

Measured Wealth Private Client Group sold out of iShares Russell 3000 ETF (IWV) in Q3 2021, closing a stake of 3,120 shares — an estimated $798K sold.

Measured Wealth Private Client Group first reported a position in IWV in Q1 2020 and held it in 6 quarters. The position peaked at $1.28M in Q4 2020. 584 funds tracked by Wall St. Rank hold IWV as of Q3 2021.

Measured Wealth Private Client Group reported no remaining iShares Russell 3000 ETF position as of Q3 2021 after selling out during the quarter.
Measured Wealth Private Client Group sold 3,120 iShares Russell 3000 ETF shares in Q3 2021, an estimated $798K.
Measured Wealth Private Client Group first reported a position in iShares Russell 3000 ETF in Q1 2020 and held it in 6 quarters.
Measured Wealth Private Client Group's iShares Russell 3000 ETF position peaked at $1.28M in Q4 2020.
584 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2021.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2021, filed 1 Nov 2021.