Sandy Cove Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Sandy Cove Advisors’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
2022 Q2	–	Sell	-380	Closed	-$100K	–	237
2022 Q1	$100K	Hold	380	–	–	0.08%	125
2021 Q4	$105K	Buy	+380	New	+$103K	0.09%	117

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sandy Cove Advisors's IWV Position: Q2 2022 in Review

Sandy Cove Advisors sold out of iShares Russell 3000 ETF (IWV) in Q2 2022, closing a stake of 380 shares — an estimated $100K sold.

Sandy Cove Advisors first reported a position in IWV in Q4 2021 and held it in 2 quarters. The position peaked at $105K in Q4 2021. 641 funds tracked by Wall St. Rank hold IWV as of Q2 2022.

Sandy Cove Advisors reported no remaining iShares Russell 3000 ETF position as of Q2 2022 after selling out during the quarter.
Sandy Cove Advisors sold 380 iShares Russell 3000 ETF shares in Q2 2022, an estimated $100K.
Sandy Cove Advisors first reported a position in iShares Russell 3000 ETF in Q4 2021 and held it in 2 quarters.
Sandy Cove Advisors's iShares Russell 3000 ETF position peaked at $105K in Q4 2021.
641 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2022.

Based on Sandy Cove Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.