People's United Financial’s iShares Russell 3000 ETF IWV Stock Holding History

People's United Financial’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
2022 Q1	$3.37M	Buy	12,855 +2,103	+20%	+$544K	0.1%	165
2021 Q4	$2.98M	Sell	10,752 -84	-0.8%	-$22.8K	0.07%	188
2021 Q3	$2.76M	Buy	10,836 +357	+3%	+$93.5K	0.06%	211
2021 Q2	$2.68M	Sell	10,479 -1,532	-13%	-$382K	0.06%	210
2021 Q1	$2.85M	Sell	12,011 -245	-2%	-$56.9K	0.07%	199
2020 Q4	$2.74M	Buy	12,256 +115	+0.9%	+$24.2K	0.07%	191
2020 Q3	$2.38M	Buy	12,141 +127	+1%	+$24.6K	0.07%	187
2020 Q2	$2.16M	Buy	12,014 +58	+0.5%	+$9.83K	0.06%	188
2020 Q1	$1.77M	Buy	11,956 +2,162	+22%	+$385K	0.06%	197
2019 Q4	$1.85M	Sell	9,794 -16	-0.2%	-$2.88K	0.05%	263
2019 Q3	$1.71M	Buy	9,810 +47	+0.5%	+$8.15K	0.05%	279
2019 Q2	$1.68M	Buy	+9,763	New	+$1.66M	0.05%	286

Other funds holding IWV

SCM

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

JMPWA

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

People's United Financial's IWV Position: Q1 2022 in Review

People's United Financial increased its iShares Russell 3000 ETF (IWV) stake by 20% in Q1 2022, buying an estimated $544K and bringing the position to 12,855 shares worth $3.37M. The position accounts for 0.1% of the portfolio, ranked #165.

People's United Financial first reported a position in IWV in Q2 2019 and has held it in 12 quarters since. 659 funds tracked by Wall St. Rank hold IWV as of Q1 2022.

People's United Financial held 12,855 shares of iShares Russell 3000 ETF worth $3.37M as of Q1 2022.
People's United Financial bought 2,103 iShares Russell 3000 ETF shares in Q1 2022, an estimated $544K.
iShares Russell 3000 ETF made up 0.1% of People's United Financial's portfolio in Q1 2022, its #165 holding.
People's United Financial first reported a position in iShares Russell 3000 ETF in Q2 2019 and has held it in 12 quarters since.
659 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.