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Retirement Capital Strategies’s iShares Russell 3000 ETF IWV Stock Holding History

Retirement Capital Strategies’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
Q1 		– Sell
-3,784
Closed -$1.05M – 75
2021
Q4 		$1.05M Buy
+3,784
New +$1.03M 0.39% 36

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Retirement Capital Strategies's IWV Position: Q1 2022 in Review

Retirement Capital Strategies sold out of iShares Russell 3000 ETF (IWV) in Q1 2022, closing a stake of 3,784 shares — an estimated $1.05M sold.

Retirement Capital Strategies first reported a position in IWV in Q4 2021 and held it in 1 quarter. The position peaked at $1.05M in Q4 2021. 658 funds tracked by Wall St. Rank hold IWV as of Q1 2022.

  • Retirement Capital Strategies reported no remaining iShares Russell 3000 ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Capital Strategies sold 3,784 iShares Russell 3000 ETF shares in Q1 2022, an estimated $1.05M.
  • Retirement Capital Strategies first reported a position in iShares Russell 3000 ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Capital Strategies's iShares Russell 3000 ETF position peaked at $1.05M in Q4 2021.
  • 658 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2022.

Based on Retirement Capital Strategies's 13F filing for Q1 2022, filed 21 Apr 2022.