One Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

One Wealth Advisors’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
2023 Q1	–	Sell	-293	Closed	-$64.7K	–	404
2022 Q4	$64.7K	Buy	+293	New	+$65.1K	0.01%	363
2018 Q3	–	Sell	-340	Closed	-$55K	–	587
2018 Q2	$55K	Buy	+340	New	+$54.6K	0.04%	257

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

One Wealth Advisors's IWV Position: Q1 2023 in Review

One Wealth Advisors sold out of iShares Russell 3000 ETF (IWV) in Q1 2023, closing a stake of 293 shares — an estimated $64.7K sold.

One Wealth Advisors first reported a position in IWV in Q2 2018 and held it in 2 quarters. The position peaked at $64.7K in Q4 2022. 665 funds tracked by Wall St. Rank hold IWV as of Q1 2023.

One Wealth Advisors reported no remaining iShares Russell 3000 ETF position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 293 iShares Russell 3000 ETF shares in Q1 2023, an estimated $64.7K.
One Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q2 2018 and held it in 2 quarters.
One Wealth Advisors's iShares Russell 3000 ETF position peaked at $64.7K in Q4 2022.
665 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.