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Red Cedar Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History

Red Cedar Investment 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
2020
Q4 		– Sell
-17,613
Closed -$3.45M – 91
2020
Q3 		$3.45M Buy
+17,613
New +$3.41M 0.63% 19

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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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
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
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Red Cedar Investment Management's IWV Position: Q4 2020 in Review

Red Cedar Investment Management sold out of iShares Russell 3000 ETF (IWV) in Q4 2020, closing a stake of 17,613 shares — an estimated $3.45M sold.

Red Cedar Investment Management first reported a position in IWV in Q3 2020 and held it in 1 quarter. The position peaked at $3.45M in Q3 2020. 573 funds tracked by Wall St. Rank hold IWV as of Q4 2020.

  • Red Cedar Investment Management reported no remaining iShares Russell 3000 ETF position as of Q4 2020 after selling out during the quarter.
  • Red Cedar Investment Management sold 17,613 iShares Russell 3000 ETF shares in Q4 2020, an estimated $3.45M.
  • Red Cedar Investment Management first reported a position in iShares Russell 3000 ETF in Q3 2020 and held it in 1 quarter.
  • Red Cedar Investment Management's iShares Russell 3000 ETF position peaked at $3.45M in Q3 2020.
  • 573 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2020.

Based on Red Cedar Investment Management's 13F filing for Q4 2020, filed 10 Feb 2021.