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Planning Capital Management Corporation’s iShares Russell 3000 ETF IWV Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$1.09M Buy
3,342
+188
+6% +$59.2K 0.72% 39
2024
Q2 		$974K Sell
3,154
-31
-1% -$9.25K 0.69% 33
2024
Q1 		$956K Sell
3,185
-110
-3% -$31.4K 0.7% 33
2023
Q4 		$902K Buy
+3,295
New +$840K 0.71% 31

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Planning Capital Management Corporation's IWV Position: Q3 2024 in Review

Planning Capital Management Corporation increased its iShares Russell 3000 ETF (IWV) stake by 6% in Q3 2024, buying an estimated $59.2K and bringing the position to 3,342 shares worth $1.09M. The position accounts for 0.72% of the portfolio, ranked #39.

Planning Capital Management Corporation first reported a position in IWV in Q4 2023 and has held it in 4 quarters since. 781 funds tracked by Wall St. Rank hold IWV as of Q3 2024.

  • Planning Capital Management Corporation held 3,342 shares of iShares Russell 3000 ETF worth $1.09M as of Q3 2024.
  • Planning Capital Management Corporation bought 188 iShares Russell 3000 ETF shares in Q3 2024, an estimated $59.2K.
  • iShares Russell 3000 ETF made up 0.72% of Planning Capital Management Corporation's portfolio in Q3 2024, its #39 holding.
  • Planning Capital Management Corporation first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 4 quarters since.
  • 781 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.