Personal Capital Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Personal Capital 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
2022 Q4	$657K	Hold	2,975	–	–	﹤0.01%	268
2022 Q3	$616K	Buy	2,975 +1,393	+88%	+$320K	﹤0.01%	263
2022 Q2	$344K	Hold	1,582	–	–	﹤0.01%	320
2022 Q1	$415K	Sell	1,582 -295	-16%	-$76.4K	﹤0.01%	333
2021 Q4	$521K	Buy	1,877 +58	+3%	+$15.7K	﹤0.01%	329
2021 Q3	$464K	Buy	1,819 +87	+5%	+$22.8K	﹤0.01%	320
2021 Q2	$443K	Sell	1,732 -20	-1%	-$4.99K	﹤0.01%	329
2021 Q1	$416K	Buy	1,752 +203	+13%	+$47.1K	﹤0.01%	330
2020 Q4	$346K	Buy	1,549 +179	+13%	+$37.6K	﹤0.01%	353
2020 Q3	$268K	Hold	1,370	–	–	﹤0.01%	353
2020 Q2	$247K	Buy	+1,370	New	+$232K	﹤0.01%	322

Other funds holding IWV

JMPWA

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

SCM

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Personal Capital Advisors's IWV Position: Q4 2022 in Review

Personal Capital Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q4 2022 at 2,975 shares worth $657K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Personal Capital Advisors first reported a position in IWV in Q2 2020 and has held it in 11 quarters since. 695 funds tracked by Wall St. Rank hold IWV as of Q4 2022.

Personal Capital Advisors held 2,975 shares of iShares Russell 3000 ETF worth $657K as of Q4 2022.
Personal Capital Advisors left its iShares Russell 3000 ETF share count unchanged in Q4 2022.
iShares Russell 3000 ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #268 holding.
Personal Capital Advisors first reported a position in iShares Russell 3000 ETF in Q2 2020 and has held it in 11 quarters since.
695 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.