S.A. Mason’s iShares Russell 3000 ETF IWV Stock Holding History

S.A. Mason’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 Q2	–	Sell	-307	Closed	-$46K	–	337
2020 Q1	$46K	Hold	307	–	–	0.06%	211
2019 Q4	$58K	Buy	+307	New	+$55.3K	0.06%	217

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

S.A. Mason's IWV Position: Q2 2020 in Review

S.A. Mason sold out of iShares Russell 3000 ETF (IWV) in Q2 2020, closing a stake of 307 shares — an estimated $46K sold.

S.A. Mason first reported a position in IWV in Q4 2019 and held it in 2 quarters. The position peaked at $58K in Q4 2019. 516 funds tracked by Wall St. Rank hold IWV as of Q2 2020.

S.A. Mason reported no remaining iShares Russell 3000 ETF position as of Q2 2020 after selling out during the quarter.
S.A. Mason sold 307 iShares Russell 3000 ETF shares in Q2 2020, an estimated $46K.
S.A. Mason first reported a position in iShares Russell 3000 ETF in Q4 2019 and held it in 2 quarters.
S.A. Mason's iShares Russell 3000 ETF position peaked at $58K in Q4 2019.
516 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2020.

Based on S.A. Mason's 13F filing for Q2 2020, filed 27 Jul 2020.