Stearns Financial Services Group’s iShares Russell 3000 ETF IWV Stock Holding History

Stearns Financial Services Group’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
2020 Q3	$110K	Hold	560	–	–	0.02%	154
2020 Q2	$101K	Hold	560	–	–	0.02%	144
2020 Q1	$83K	Sell	560 -88	-14%	-$15.7K	0.01%	147
2019 Q4	$122K	Buy	648 +3	+0.5%	+$541	0.02%	146
2019 Q3	$112K	Hold	645	–	–	0.02%	139
2019 Q2	$111K	Hold	645	–	–	0.02%	136
2019 Q1	$108K	Buy	+645	New	+$104K	0.02%	139

Other funds holding IWV

SCM

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

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

JMPWA

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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

Stearns Financial Services Group's IWV Position: Q3 2020 in Review

Stearns Financial Services Group held its iShares Russell 3000 ETF (IWV) position steady in Q3 2020 at 560 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #154.

Stearns Financial Services Group first reported a position in IWV in Q1 2019 and has held it in 7 quarters since. The position peaked at $122K in Q4 2019. 517 funds tracked by Wall St. Rank hold IWV as of Q3 2020.

Stearns Financial Services Group held 560 shares of iShares Russell 3000 ETF worth $110K as of Q3 2020.
Stearns Financial Services Group left its iShares Russell 3000 ETF share count unchanged in Q3 2020.
iShares Russell 3000 ETF made up 0.02% of Stearns Financial Services Group's portfolio in Q3 2020, its #154 holding.
Stearns Financial Services Group first reported a position in iShares Russell 3000 ETF in Q1 2019 and has held it in 7 quarters since.
Stearns Financial Services Group's iShares Russell 3000 ETF position peaked at $122K in Q4 2019.
517 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.