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Stephens Consulting’s iShares Russell 3000 ETF IWV Stock Holding History

Stephens Consulting’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
-2,240
Closed -$464K – 536
2022
Q3 		$464K Buy
+2,240
New +$515K 0.42% 36

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 $9.44B AUM 18.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Stephens Consulting's IWV Position: Q4 2022 in Review

Stephens Consulting sold out of iShares Russell 3000 ETF (IWV) in Q4 2022, closing a stake of 2,240 shares — an estimated $464K sold.

Stephens Consulting first reported a position in IWV in Q3 2022 and held it in 1 quarter. The position peaked at $464K in Q3 2022. 694 funds tracked by Wall St. Rank hold IWV as of Q4 2022.

  • Stephens Consulting reported no remaining iShares Russell 3000 ETF position as of Q4 2022 after selling out during the quarter.
  • Stephens Consulting sold 2,240 iShares Russell 3000 ETF shares in Q4 2022, an estimated $464K.
  • Stephens Consulting first reported a position in iShares Russell 3000 ETF in Q3 2022 and held it in 1 quarter.
  • Stephens Consulting's iShares Russell 3000 ETF position peaked at $464K in Q3 2022.
  • 694 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2022.

Based on Stephens Consulting's 13F filing for Q4 2022, filed 20 Jan 2023.