RG
IWV icon

Retirement Group’s iShares Russell 3000 ETF IWV Stock Holding History

Retirement Group’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 		$11.4K Hold
38
– – ﹤0.01% 443
2023
Q4 		$10.4K Hold
38
– – ﹤0.01% 439
2023
Q3 		$9.31K Hold
38
– – ﹤0.01% 420
2023
Q2 		$9.67K Hold
38
– – ﹤0.01% 415
2023
Q1 		$9K Hold
38
– – ﹤0.01% 403
2022
Q4 		$8K Hold
38
– – ﹤0.01% 379
2022
Q3 		$8K Hold
38
– – 0.01% 280
2022
Q2 		$8K Buy
+38
New +$9K ﹤0.01% 471

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Retirement Group's IWV Position: Q1 2024 in Review

Retirement Group held its iShares Russell 3000 ETF (IWV) position steady in Q1 2024 at 38 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Retirement Group first reported a position in IWV in Q2 2022 and has held it in 8 quarters since. 758 funds tracked by Wall St. Rank hold IWV as of Q1 2024.

  • Retirement Group held 38 shares of iShares Russell 3000 ETF worth $11.4K as of Q1 2024.
  • Retirement Group left its iShares Russell 3000 ETF share count unchanged in Q1 2024.
  • iShares Russell 3000 ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #443 holding.
  • Retirement Group first reported a position in iShares Russell 3000 ETF in Q2 2022 and has held it in 8 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.