Portfolio Solutions’s iShares Russell 3000 ETF IWV Stock Holding History

Portfolio Solutions’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 Q3	$268K	Hold	1,293	–	–	0.03%	47
2022 Q2	$281K	Hold	1,293	–	–	0.04%	44
2022 Q1	$339K	Hold	1,293	–	–	0.04%	37
2021 Q4	$359K	Hold	1,293	–	–	0.04%	30
2021 Q3	$330K	Hold	1,293	–	–	0.04%	32
2021 Q2	$340K	Hold	1,293	–	–	0.04%	36
2021 Q1	$307K	Hold	1,293	–	–	0.04%	35
2020 Q4	$289K	Hold	1,293	–	–	0.04%	32
2020 Q3	$253K	Hold	1,293	–	–	0.04%	47
2020 Q2	$233K	Sell	1,293 -262	-17%	-$44.4K	0.03%	45
2020 Q1	$231K	Hold	1,555	–	–	0.04%	41
2019 Q4	$293K	Hold	1,555	–	–	0.04%	40
2019 Q3	$270K	Hold	1,555	–	–	0.04%	30
2019 Q2	$268K	Hold	1,555	–	–	0.04%	29
2019 Q1	$259K	Hold	1,555	–	–	0.04%	32
2018 Q4	$228K	Hold	1,555	–	–	0.03%	42
2018 Q3	$268K	Hold	1,555	–	–	0.04%	34
2018 Q2	$252K	Hold	1,555	–	–	0.03%	31
2018 Q1	$243K	Hold	1,555	–	–	0.03%	33
2017 Q4	$246K	Hold	1,555	–	–	0.03%	34
2017 Q3	$232K	Hold	1,555	–	–	0.03%	33
2017 Q2	$224K	Hold	1,555	–	–	0.03%	37
2017 Q1	$218K	Hold	1,555	–	–	0.03%	28
2016 Q4	$207K	Buy	+1,555	New	+$202K	0.03%	34

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

JMPWA

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Portfolio Solutions's IWV Position: Q3 2022 in Review

Portfolio Solutions held its iShares Russell 3000 ETF (IWV) position steady in Q3 2022 at 1,293 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #47.

Portfolio Solutions first reported a position in IWV in Q4 2016 and has held it in 24 quarters since. The position peaked at $359K in Q4 2021. 645 funds tracked by Wall St. Rank hold IWV as of Q3 2022.

Portfolio Solutions held 1,293 shares of iShares Russell 3000 ETF worth $268K as of Q3 2022.
Portfolio Solutions left its iShares Russell 3000 ETF share count unchanged in Q3 2022.
iShares Russell 3000 ETF made up 0.03% of Portfolio Solutions's portfolio in Q3 2022, its #47 holding.
Portfolio Solutions first reported a position in iShares Russell 3000 ETF in Q4 2016 and has held it in 24 quarters since.
Portfolio Solutions's iShares Russell 3000 ETF position peaked at $359K in Q4 2021.
645 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2022.

Based on Portfolio Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.