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RFP Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

RFP Financial 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
Q3 		– Sell
-141
Closed -$43.5K – 451
2024
Q2 		$43.5K Hold
141
– – 0.02% 249
2024
Q1 		$42.3K Hold
141
– – 0.02% 228
2023
Q4 		$38.5K Hold
141
– – 0.02% 224
2023
Q3 		$34.5K Hold
141
– – 0.02% 223
2023
Q2 		$35.8K Sell
141
-5
-3% -$1.2K 0.01% 241
2023
Q1 		$34.3K Hold
146
– – 0.04% 138
2022
Q4 		$32.1K Buy
+146
New +$32.4K 0.01% 235

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

RFP Financial Group's IWV Position: Q3 2024 in Review

RFP Financial Group sold out of iShares Russell 3000 ETF (IWV) in Q3 2024, closing a stake of 141 shares — an estimated $43.5K sold.

RFP Financial Group first reported a position in IWV in Q4 2022 and held it in 7 quarters. The position peaked at $43.5K in Q2 2024. 783 funds tracked by Wall St. Rank hold IWV as of Q3 2024.

  • RFP Financial Group reported no remaining iShares Russell 3000 ETF position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 141 iShares Russell 3000 ETF shares in Q3 2024, an estimated $43.5K.
  • RFP Financial Group first reported a position in iShares Russell 3000 ETF in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's iShares Russell 3000 ETF position peaked at $43.5K in Q2 2024.
  • 783 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.