Steel Grove Capital Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Steel Grove Capital 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
2020 Q1	–	Sell	-1,911	Closed	-$360K	–	115
2019 Q4	$360K	Buy	+1,911	New	+$344K	0.2%	98
2019 Q1	–	Sell	-119,271	Closed	-$17.5M	–	195
2018 Q4	$17.5M	Buy	119,271 +117,603	+7,051%	+$18.7M	2.48%	4
2018 Q3	$289K	Hold	1,668	–	–	0.04%	257
2018 Q2	$271K	Hold	1,668	–	–	0.04%	258
2018 Q1	$261K	Hold	1,668	–	–	0.04%	263
2017 Q4	$264K	Hold	1,668	–	–	0.04%	252
2017 Q3	$249K	Hold	1,668	–	–	0.04%	246
2017 Q2	$240K	Hold	1,668	–	–	0.04%	244
2017 Q1	$233K	Buy	+1,668	New	+$230K	0.04%	246

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JMPWA

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Steel Grove Capital Advisors's IWV Position: Q1 2020 in Review

Steel Grove Capital Advisors sold out of iShares Russell 3000 ETF (IWV) in Q1 2020, closing a stake of 1,911 shares — an estimated $360K sold.

Steel Grove Capital Advisors first reported a position in IWV in Q1 2017 and held it in 9 quarters. The position peaked at $17.5M in Q4 2018. 496 funds tracked by Wall St. Rank hold IWV as of Q1 2020.

Steel Grove Capital Advisors reported no remaining iShares Russell 3000 ETF position as of Q1 2020 after selling out during the quarter.
Steel Grove Capital Advisors sold 1,911 iShares Russell 3000 ETF shares in Q1 2020, an estimated $360K.
Steel Grove Capital Advisors first reported a position in iShares Russell 3000 ETF in Q1 2017 and held it in 9 quarters.
Steel Grove Capital Advisors's iShares Russell 3000 ETF position peaked at $17.5M in Q4 2018.
496 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2020.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2020, filed 15 May 2020.