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Next Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

Next Financial 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
Q4 		$282K Buy
1,016
+138
+16% +$37.4K 0.02% 754
2021
Q3 		$224K Hold
878
– – 0.02% 787
2021
Q2 		$225K Buy
878
+432
+97% +$108K 0.02% 782
2021
Q1 		$106K Sell
446
-44
-9% -$10.2K 0.01% 1007
2020
Q4 		$110K Buy
490
+76
+18% +$16K 0.01% 926
2020
Q3 		$81K Buy
+414
New +$80.1K 0.01% 938
2020
Q2 		– Sell
-434
Closed -$64K – 1243
2020
Q1 		$64K Sell
434
-3,479
-89% -$619K 0.01% 903
2019
Q4 		$738K Buy
3,913
+1,716
+78% +$309K 0.08% 278
2019
Q3 		$382K Hold
2,197
– – 0.04% 423
2019
Q2 		$379K Buy
2,197
+1,197
+120% +$203K 0.04% 423
2019
Q1 		$167K Sell
1,000
-202
-17% -$32.4K 0.04% 413
2018
Q4 		$177K Buy
1,202
+102
+9% +$16.2K 0.04% 412
2018
Q3 		$190K Buy
+1,100
New +$186K 0.09% 214
2017
Q4 		– Sell
-1,100
Closed -$167K – 831
2017
Q3 		$167K Hold
1,100
– – 0.05% 359
2017
Q2 		$158K Hold
1,100
– – 0.04% 421
2017
Q1 		$155K Sell
1,100
-3,031
-73% -$419K 0.04% 371
2016
Q4 		$549K Buy
4,131
+699
+20% +$90.6K 0.1% 238
2016
Q3 		$440K Buy
3,432
+3,355
+4,357% +$429K 0.08% 266
2016
Q2 		$9K Hold
77
– – ﹤0.01% 1222
2016
Q1 		$9K Buy
+77
New +$8.81K ﹤0.01% 1196
2015
Q4 		– Sell
-387
Closed -$44K – 1865
2015
Q3 		$44K Hold
387
– – 0.02% 669
2015
Q2 		$47K Hold
387
– – 0.02% 683
2015
Q1 		$47K Hold
387
– – 0.02% 683
2014
Q4 		$47K Sell
387
-3,781
-91% -$451K 0.02% 676
2014
Q3 		$487K Buy
+4,168
New +$491K 0.1% 241

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Next Financial Group's IWV Position: Q4 2021 in Review

Next Financial Group increased its iShares Russell 3000 ETF (IWV) stake by 16% in Q4 2021, buying an estimated $37.4K and bringing the position to 1,016 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #754.

Next Financial Group first reported a position in IWV in Q3 2014 and has held it in 25 quarters since. The position peaked at $738K in Q4 2019. 671 funds tracked by Wall St. Rank hold IWV as of Q4 2021.

  • Next Financial Group held 1,016 shares of iShares Russell 3000 ETF worth $282K as of Q4 2021.
  • Next Financial Group bought 138 iShares Russell 3000 ETF shares in Q4 2021, an estimated $37.4K.
  • iShares Russell 3000 ETF made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #754 holding.
  • Next Financial Group first reported a position in iShares Russell 3000 ETF in Q3 2014 and has held it in 25 quarters since.
  • Next Financial Group's iShares Russell 3000 ETF position peaked at $738K in Q4 2019.
  • 671 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.