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PagnatoKarp Partners’s iShares Russell 3000 ETF IWV Stock Holding History

PagnatoKarp Partners’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
2020
Q2 		– Sell
-1,546
Closed -$229K – 73
2020
Q1 		$229K Hold
1,546
– – 0.06% 143
2019
Q4 		$291K Sell
1,546
-183
-11% -$33K 0.05% 152
2019
Q3 		$300K Buy
+1,729
New +$300K 0.06% 147

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PagnatoKarp Partners's IWV Position: Q2 2020 in Review

PagnatoKarp Partners sold out of iShares Russell 3000 ETF (IWV) in Q2 2020, closing a stake of 1,546 shares — an estimated $229K sold.

PagnatoKarp Partners first reported a position in IWV in Q3 2019 and held it in 3 quarters. The position peaked at $300K in Q3 2019. 517 funds tracked by Wall St. Rank hold IWV as of Q2 2020.

  • PagnatoKarp Partners reported no remaining iShares Russell 3000 ETF position as of Q2 2020 after selling out during the quarter.
  • PagnatoKarp Partners sold 1,546 iShares Russell 3000 ETF shares in Q2 2020, an estimated $229K.
  • PagnatoKarp Partners first reported a position in iShares Russell 3000 ETF in Q3 2019 and held it in 3 quarters.
  • PagnatoKarp Partners's iShares Russell 3000 ETF position peaked at $300K in Q3 2019.
  • 517 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.