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Patriot Investment Management Group’s iShares Russell 3000 ETF IWV Stock Holding History

Patriot Investment Management 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
2023
Q1 		– Sell
-12
Closed -$2.82K – 322
2022
Q4 		$2.82K Buy
+12
New +$2.67K ﹤0.01% 385
2020
Q3 		– Sell
-12
Closed -$2.16K – 426
2020
Q2 		$2.16K Buy
+12
New +$2.03K ﹤0.01% 630

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Patriot Investment Management Group's IWV Position: Q1 2023 in Review

Patriot Investment Management Group sold out of iShares Russell 3000 ETF (IWV) in Q1 2023, closing a stake of 12 shares — an estimated $2.82K sold.

Patriot Investment Management Group first reported a position in IWV in Q2 2020 and held it in 2 quarters. The position peaked at $2.82K in Q4 2022. 665 funds tracked by Wall St. Rank hold IWV as of Q1 2023.

  • Patriot Investment Management Group reported no remaining iShares Russell 3000 ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 12 iShares Russell 3000 ETF shares in Q1 2023, an estimated $2.82K.
  • Patriot Investment Management Group first reported a position in iShares Russell 3000 ETF in Q2 2020 and held it in 2 quarters.
  • Patriot Investment Management Group's iShares Russell 3000 ETF position peaked at $2.82K in Q4 2022.
  • 665 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.