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SpiderRock Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

SpiderRock 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
2024
Q3 		$1.32M Sell
4,030
-31
-0.8% -$9.76K 0.02% 413
2024
Q2 		$1.25M Buy
4,061
+2,518
+163% +$751K 0.03% 375
2024
Q1 		$454K Buy
+1,543
New +$440K 0.01% 545

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SpiderRock Advisors's IWV Position: Q3 2024 in Review

SpiderRock Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 0.76% in Q3 2024, selling an estimated $9.76K and leaving 4,030 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #413.

SpiderRock Advisors first reported a position in IWV in Q1 2024 and has held it in 3 quarters since. 782 funds tracked by Wall St. Rank hold IWV as of Q3 2024.

  • SpiderRock Advisors held 4,030 shares of iShares Russell 3000 ETF worth $1.32M as of Q3 2024.
  • SpiderRock Advisors sold 31 iShares Russell 3000 ETF shares in Q3 2024, an estimated $9.76K.
  • iShares Russell 3000 ETF made up 0.02% of SpiderRock Advisors's portfolio in Q3 2024, its #413 holding.
  • SpiderRock Advisors first reported a position in iShares Russell 3000 ETF in Q1 2024 and has held it in 3 quarters since.
  • 782 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.