Raffa Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Raffa Wealth Management’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 Q1	–	Sell	-14,784	Closed	-$4.05M	–	1142
2023 Q4	$4.05M	Hold	14,784	–	–	1.23%	17
2023 Q3	$3.62M	Hold	14,784	–	–	1.23%	17
2023 Q2	$3.76M	Hold	14,784	–	–	1.28%	15
2023 Q1	$3.48M	Sell	14,784 -14,784	-50%	-$3.41M	1.27%	16
2022 Q4	$6.53M	Hold	29,568	–	–	2.67%	7
2022 Q3	$6.12M	Buy	29,568 +8,418	+40%	+$1.94M	2.71%	7
2022 Q2	$4.6M	Buy	21,150 +15,745	+291%	+$3.73M	2.09%	8
2022 Q1	$1.42M	Buy	5,405 +5,105	+1,702%	+$1.32M	0.53%	20
2021 Q4	$83.3K	Hold	300	–	–	0.03%	108
2021 Q3	$76.5K	Hold	300	–	–	0.03%	91
2021 Q2	$76.8K	Hold	300	–	–	0.03%	94
2021 Q1	$71.2K	Hold	300	–	–	0.03%	113
2020 Q4	$67.1K	Hold	300	–	–	0.02%	108
2020 Q3	$58.7K	Hold	300	–	–	0.02%	107
2020 Q2	$54K	Hold	300	–	–	0.02%	109
2020 Q1	$45.2K	Sell	300 -1,760	-85%	-$313K	0.02%	109
2019 Q4	$388K	Hold	2,060	–	–	0.14%	44
2019 Q3	$358K	Buy	+2,060	New	+$357K	0.13%	46
2019 Q2	–	Sell	-2,060	Closed	-$343K	–	1066
2019 Q1	$343K	Sell	2,060 -49,091	-96%	-$7.88M	0.14%	41
2018 Q4	$7.52M	Sell	51,151 -5,012	-9%	-$796K	2.87%	5
2018 Q3	$9.68M	Buy	56,163 +6,562	+13%	+$1.11M	3.42%	4
2018 Q2	$8.05M	Buy	49,601 +7,988	+19%	+$1.28M	3%	4
2018 Q1	$6.51M	Buy	41,613 +6,255	+18%	+$1.01M	2.38%	6
2017 Q4	$5.59M	Buy	35,358 +3,417	+11%	+$527K	2.17%	7
2017 Q3	$4.77M	Buy	31,941 +10,008	+46%	+$1.46M	1.94%	8
2017 Q2	$3.16M	Buy	21,933 +16,561	+308%	+$2.35M	1.37%	8
2017 Q1	$752K	Hold	5,372	–	–	0.37%	15
2016 Q4	$714K	Hold	5,372	–	–	0.37%	17
2016 Q3	$689K	Hold	5,372	–	–	0.37%	17
2016 Q2	$666K	Hold	5,372	–	–	0.37%	16
2016 Q1	$649K	Hold	5,372	–	–	0.37%	16
2015 Q4	$646K	Hold	5,372	–	–	0.39%	16
2015 Q3	$612K	Buy	5,372 +445	+9%	+$53.9K	0.37%	16
2015 Q2	$611K	Hold	4,927	–	–	0.36%	17
2015 Q1	$610K	Hold	4,927	–	–	0.36%	15
2014 Q4	$603K	Hold	4,927	–	–	0.36%	16
2014 Q3	$575K	Hold	4,927	–	–	0.43%	14
2014 Q2	$580K	Hold	4,927	–	–	0.44%	13
2014 Q1	$553K	Hold	4,927	–	–	0.45%	14
2013 Q4	$603K	Buy	+4,927	New	+$523K	0.36%	16

Other funds holding IWV

SCM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

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

Raffa Wealth Management's IWV Position: Q1 2024 in Review

Raffa Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q1 2024, closing a stake of 14,784 shares — an estimated $4.05M sold.

Raffa Wealth Management first reported a position in IWV in Q4 2013 and held it in 40 quarters. The position peaked at $9.68M in Q3 2018. 758 funds tracked by Wall St. Rank hold IWV as of Q1 2024.

Raffa Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q1 2024 after selling out during the quarter.
Raffa Wealth Management sold 14,784 iShares Russell 3000 ETF shares in Q1 2024, an estimated $4.05M.
Raffa Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2013 and held it in 40 quarters.
Raffa Wealth Management's iShares Russell 3000 ETF position peaked at $9.68M in Q3 2018.
758 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2024.

Based on Raffa Wealth Management's 13F filing for Q1 2024, filed 27 Jul 2026.