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Personal Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Personal Wealth 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
2021
Q3 		– Sell
-215
Closed -$55K – 230
2021
Q2 		$55K Buy
+215
New +$53.6K 0.02% 151
2020
Q1 		– Sell
-350
Closed -$66K – 322
2019
Q4 		$66K Hold
350
– – 0.03% 132
2019
Q3 		$61K Hold
350
– – 0.03% 134
2019
Q2 		$60K Buy
+350
New +$59.4K 0.03% 125

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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Personal Wealth Partners's IWV Position: Q3 2021 in Review

Personal Wealth Partners sold out of iShares Russell 3000 ETF (IWV) in Q3 2021, closing a stake of 215 shares — an estimated $55K sold.

Personal Wealth Partners first reported a position in IWV in Q2 2019 and held it in 4 quarters. The position peaked at $66K in Q4 2019. 586 funds tracked by Wall St. Rank hold IWV as of Q3 2021.

  • Personal Wealth Partners reported no remaining iShares Russell 3000 ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 215 iShares Russell 3000 ETF shares in Q3 2021, an estimated $55K.
  • Personal Wealth Partners first reported a position in iShares Russell 3000 ETF in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's iShares Russell 3000 ETF position peaked at $66K in Q4 2019.
  • 586 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.