PWA
IWV icon

Phoenix Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Phoenix Wealth 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
2021
Q4 		– Sell
-19
Closed -$5K – 242
2021
Q3 		$5K Hold
19
– – ﹤0.01% 336
2021
Q2 		$5K Buy
+19
New +$4.74K ﹤0.01% 328

Other funds holding IWV

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

Phoenix Wealth Advisors's IWV Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of iShares Russell 3000 ETF (IWV) in Q4 2021, closing a stake of 19 shares — an estimated $5K sold.

Phoenix Wealth Advisors first reported a position in IWV in Q2 2021 and held it in 2 quarters. The position peaked at $5K in Q3 2021. 671 funds tracked by Wall St. Rank hold IWV as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining iShares Russell 3000 ETF position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 19 iShares Russell 3000 ETF shares in Q4 2021, an estimated $5K.
  • Phoenix Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q2 2021 and held it in 2 quarters.
  • Phoenix Wealth Advisors's iShares Russell 3000 ETF position peaked at $5K in Q3 2021.
  • 671 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.