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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 $9.44B AUM 18.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return