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Romano Brothers & Co’s iShares Russell 3000 ETF IWV Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-300
Closed -$66.2K – 628
2022
Q4 		$66.2K Buy
+300
New +$66.7K 0.01% 426

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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Romano Brothers & Co's IWV Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares Russell 3000 ETF (IWV) in Q1 2023, closing a stake of 300 shares — an estimated $66.2K sold.

Romano Brothers & Co first reported a position in IWV in Q4 2022 and held it in 1 quarter. The position peaked at $66.2K in Q4 2022. 664 funds tracked by Wall St. Rank hold IWV as of Q1 2023.

  • Romano Brothers & Co reported no remaining iShares Russell 3000 ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 300 iShares Russell 3000 ETF shares in Q1 2023, an estimated $66.2K.
  • Romano Brothers & Co first reported a position in iShares Russell 3000 ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's iShares Russell 3000 ETF position peaked at $66.2K in Q4 2022.
  • 664 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.