Sargent Bickham Lagudis’s iShares Russell 3000 ETF IWV Stock Holding History

Sargent Bickham Lagudis’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 Q4	$6.18K	Hold	28	–	–	﹤0.01%	781
2022 Q3	$6K	Hold	28	–	–	﹤0.01%	759
2022 Q2	$6K	Buy	28 +18	+180%	+$4.26K	﹤0.01%	767
2022 Q1	$3K	Buy	10 +5	+100%	+$1.29K	﹤0.01%	855
2021 Q4	$1K	Buy	+5	New	+$1.35K	﹤0.01%	920

Other funds holding IWV

JMPWA

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Sargent Bickham Lagudis's IWV Position: Q4 2022 in Review

Sargent Bickham Lagudis held its iShares Russell 3000 ETF (IWV) position steady in Q4 2022 at 28 shares worth $6.18K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Sargent Bickham Lagudis first reported a position in IWV in Q4 2021 and has held it in 5 quarters since. 695 funds tracked by Wall St. Rank hold IWV as of Q4 2022.

Sargent Bickham Lagudis held 28 shares of iShares Russell 3000 ETF worth $6.18K as of Q4 2022.
Sargent Bickham Lagudis left its iShares Russell 3000 ETF share count unchanged in Q4 2022.
iShares Russell 3000 ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #781 holding.
Sargent Bickham Lagudis first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 5 quarters since.
695 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.