Riggs Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History

Riggs Asset 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 Q1	–	Sell	-16	Closed	-$3K	–	274
2019 Q4	$3K	Hold	16	–	–	﹤0.01%	253
2019 Q3	$2K	Sell	16 -65	-80%	-$11.3K	﹤0.01%	219
2019 Q2	$14K	Hold	81	–	–	0.01%	168
2019 Q1	$13K	Sell	81 -53	-40%	-$8.51K	0.01%	166
2018 Q4	$20K	Buy	134 +9	+7%	+$1.43K	0.01%	139
2018 Q3	$21K	Sell	125 -100	-44%	-$16.9K	0.01%	145
2018 Q2	$37K	Hold	225	–	–	0.02%	125
2018 Q1	$35K	Buy	+225	New	+$36.3K	0.01%	139

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Riggs Asset Management's IWV Position: Q1 2020 in Review

Riggs Asset Management sold out of iShares Russell 3000 ETF (IWV) in Q1 2020, closing a stake of 16 shares — an estimated $3K sold.

Riggs Asset Management first reported a position in IWV in Q1 2018 and held it in 8 quarters. The position peaked at $37K in Q2 2018. 495 funds tracked by Wall St. Rank hold IWV as of Q1 2020.

Riggs Asset Management reported no remaining iShares Russell 3000 ETF position as of Q1 2020 after selling out during the quarter.
Riggs Asset Management sold 16 iShares Russell 3000 ETF shares in Q1 2020, an estimated $3K.
Riggs Asset Management first reported a position in iShares Russell 3000 ETF in Q1 2018 and held it in 8 quarters.
Riggs Asset Management's iShares Russell 3000 ETF position peaked at $37K in Q2 2018.
495 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2020.

Based on Riggs Asset Management's 13F filing for Q1 2020, filed 23 Apr 2020.