SBK Financial’s iShares Russell 3000 ETF IWV Stock Holding History

SBK Financial’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 Q1	–	Sell	-131	Closed	-$36K	–	97
2021 Q4	$36K	Buy	+131	New	+$35.5K	0.03%	103

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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 $860B AUM 41.15% 1-Year Est. Return

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

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

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

BlackRock New York $6.73T AUM 46.02% 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

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

SBK Financial's IWV Position: Q1 2022 in Review

SBK Financial sold out of iShares Russell 3000 ETF (IWV) in Q1 2022, closing a stake of 131 shares — an estimated $36K sold.

SBK Financial first reported a position in IWV in Q4 2021 and held it in 1 quarter. The position peaked at $36K in Q4 2021. 659 funds tracked by Wall St. Rank hold IWV as of Q1 2022.

SBK Financial reported no remaining iShares Russell 3000 ETF position as of Q1 2022 after selling out during the quarter.
SBK Financial sold 131 iShares Russell 3000 ETF shares in Q1 2022, an estimated $36K.
SBK Financial first reported a position in iShares Russell 3000 ETF in Q4 2021 and held it in 1 quarter.
SBK Financial's iShares Russell 3000 ETF position peaked at $36K in Q4 2021.
659 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2022.

Based on SBK Financial's 13F filing for Q1 2022, filed 13 May 2022.