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Sheets Smith Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Sheets Smith Wealth Management’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
Q4 		– Sell
-29
Closed -$7.22K – 429
2023
Q3 		$7.22K Buy
+29
New +$7.41K ﹤0.01% 460
2020
Q2 		– Sell
-20,975
Closed -$3.11M – 278
2020
Q1 		$3.11M Buy
20,975
+1,020
+5% +$181K 0.65% 38
2019
Q4 		$3.76M Sell
19,955
-712
-3% -$128K 0.72% 39
2019
Q3 		$3.59M Sell
20,667
-316
-2% -$54.8K 0.74% 36
2019
Q2 		$3.62M Sell
20,983
-148
-0.7% -$25.1K 0.74% 34
2019
Q1 		$3.52M Sell
21,131
-833
-4% -$134K 0.76% 31
2018
Q4 		$3.23M Buy
21,964
+597
+3% +$94.8K 0.87% 27
2018
Q3 		$3.68M Sell
21,367
-433
-2% -$73.3K 0.76% 32
2018
Q2 		$3.54M Buy
21,800
+3,008
+16% +$483K 0.83% 33
2018
Q1 		$2.94M Sell
18,792
-223
-1% -$36K 0.71% 37
2017
Q4 		$3.01M Sell
19,015
-417
-2% -$64.3K 0.71% 34
2017
Q3 		$2.9M Buy
19,432
+725
+4% +$106K 0.73% 34
2017
Q2 		$2.69M Sell
18,707
-449
-2% -$63.8K 0.71% 38
2017
Q1 		$2.68M Sell
19,156
-558
-3% -$77K 0.71% 36
2016
Q4 		$2.62M Sell
19,714
-365
-2% -$47.3K 0.74% 35
2016
Q3 		$2.57M Sell
20,079
-309
-2% -$39.5K 0.73% 39
2016
Q2 		$2.53M Buy
20,388
+1,806
+10% +$221K 0.73% 33
2016
Q1 		$2.25M Buy
18,582
+88
+0.5% +$10.1K 0.69% 38
2015
Q4 		$2.23M Sell
18,494
-508
-3% -$61.8K 0.67% 41
2015
Q3 		$2.16M Buy
19,002
+47
+0.2% +$5.69K 0.73% 42
2015
Q2 		$2.35M Sell
18,955
-41
-0.2% -$5.16K 0.64% 41
2015
Q1 		$2.35M Sell
18,996
-681
-3% -$83.9K 0.65% 43
2014
Q4 		$2.41M Sell
19,677
-892
-4% -$106K 0.63% 47
2014
Q3 		$2.4M Sell
20,569
-23
-0.1% -$2.71K 0.65% 47
2014
Q2 		$2.42M Sell
20,592
-337
-2% -$38.3K 0.65% 45
2014
Q1 		$2.35M Sell
20,929
-750
-3% -$82.8K 0.66% 46
2013
Q4 		$2.4M Sell
21,679
-593
-3% -$62.9K 0.66% 42
2013
Q3 		$2.25M Sell
22,272
-120
-0.5% -$12K 0.73% 43
2013
Q2 		$2.16M Buy
+22,392
New +$2.14M 0.73% 44

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sheets Smith Wealth Management's IWV Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q4 2023, closing a stake of 29 shares — an estimated $7.22K sold.

Sheets Smith Wealth Management first reported a position in IWV in Q2 2013 and held it in 29 quarters. The position peaked at $3.76M in Q4 2019. 754 funds tracked by Wall St. Rank hold IWV as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 29 iShares Russell 3000 ETF shares in Q4 2023, an estimated $7.22K.
  • Sheets Smith Wealth Management first reported a position in iShares Russell 3000 ETF in Q2 2013 and held it in 29 quarters.
  • Sheets Smith Wealth Management's iShares Russell 3000 ETF position peaked at $3.76M in Q4 2019.
  • 754 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.