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Shilanski & Associates’s iShares Russell 3000 ETF IWV Stock Holding History

Shilanski & Associates’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 		– Sell
-13,640
Closed -$2.82M – 158
2022
Q3 		$2.82M Buy
+13,640
New +$3.14M 1.04% 21

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Shilanski & Associates's IWV Position: Q4 2022 in Review

Shilanski & Associates sold out of iShares Russell 3000 ETF (IWV) in Q4 2022, closing a stake of 13,640 shares — an estimated $2.82M sold.

Shilanski & Associates first reported a position in IWV in Q3 2022 and held it in 1 quarter. The position peaked at $2.82M in Q3 2022. 695 funds tracked by Wall St. Rank hold IWV as of Q4 2022.

  • Shilanski & Associates reported no remaining iShares Russell 3000 ETF position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 13,640 iShares Russell 3000 ETF shares in Q4 2022, an estimated $2.82M.
  • Shilanski & Associates first reported a position in iShares Russell 3000 ETF in Q3 2022 and held it in 1 quarter.
  • Shilanski & Associates's iShares Russell 3000 ETF position peaked at $2.82M in Q3 2022.
  • 695 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.