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REDW Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

REDW Wealth’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 		– Sell
-990
Closed -$306K – 163
2024
Q2 		$306K Sell
990
-122
-11% -$36.4K 0.08% 120
2024
Q1 		$334K Hold
1,112
– – 0.09% 113
2023
Q4 		$304K Sell
1,112
-340
-23% -$86.7K 0.09% 112
2023
Q3 		$356K Hold
1,452
– – 0.11% 97
2023
Q2 		$370K Hold
1,452
– – 0.11% 102
2023
Q1 		$342K Hold
1,452
– – 0.11% 100
2022
Q4 		$320K Buy
+1,452
New +$323K 0.11% 99
2022
Q2 		– Sell
-958
Closed -$251K – 125
2022
Q1 		$251K Hold
958
– – 0.07% 106
2021
Q4 		$266K Hold
958
– – 0.08% 97
2021
Q3 		$244K Buy
958
+15
+2% +$3.93K 0.08% 99
2021
Q2 		$241K Hold
943
– – 0.08% 100
2021
Q1 		$224K Hold
943
– – 0.08% 105
2020
Q4 		$211K Buy
+943
New +$198K 0.08% 91

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

REDW Wealth's IWV Position: Q3 2024 in Review

REDW Wealth sold out of iShares Russell 3000 ETF (IWV) in Q3 2024, closing a stake of 990 shares — an estimated $306K sold.

REDW Wealth first reported a position in IWV in Q4 2020 and held it in 13 quarters. The position peaked at $370K in Q2 2023. 782 funds tracked by Wall St. Rank hold IWV as of Q3 2024.

  • REDW Wealth reported no remaining iShares Russell 3000 ETF position as of Q3 2024 after selling out during the quarter.
  • REDW Wealth sold 990 iShares Russell 3000 ETF shares in Q3 2024, an estimated $306K.
  • REDW Wealth first reported a position in iShares Russell 3000 ETF in Q4 2020 and held it in 13 quarters.
  • REDW Wealth's iShares Russell 3000 ETF position peaked at $370K in Q2 2023.
  • 782 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2024.

Based on REDW Wealth's 13F filing for Q3 2024, filed 29 Oct 2024.