ML&R Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-886
Closed -$232K 59
2022
Q1
$232K Hold
886
0.09% 44
2021
Q4
$246K Buy
+886
New +$240K 0.09% 41

Other funds holding IWV

ML&R Wealth Management's IWV Position: Q2 2022 in Review

ML&R Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q2 2022, closing a stake of 886 shares — an estimated $232K sold.

ML&R Wealth Management first reported a position in IWV in Q4 2021 and held it in 2 quarters. The position peaked at $246K in Q4 2021. 641 funds tracked by Wall St. Rank hold IWV as of Q2 2022.

  • ML&R Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q2 2022 after selling out during the quarter.
  • ML&R Wealth Management sold 886 iShares Russell 3000 ETF shares in Q2 2022, an estimated $232K.
  • ML&R Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2021 and held it in 2 quarters.
  • ML&R Wealth Management's iShares Russell 3000 ETF position peaked at $246K in Q4 2021.
  • 641 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2022.

Based on ML&R Wealth Management's 13F filing for Q2 2022, filed 25 Jul 2022.