Steward Partners Investment Solutions’s iShares Russell 3000 ETF IWV Stock Holding History

Steward Partners Investment Solutions’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 Q1	$759K	Buy	+2,528	New	+$721K	0.13%	118

Other funds holding IWV

SCM

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Steward Partners Investment Solutions's IWV Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in iShares Russell 3000 ETF (IWV) in Q1 2024: 2,528 shares worth $759K. The stake represents 0.13% of the portfolio and ranks #118 among its holdings.

758 funds tracked by Wall St. Rank hold IWV as of Q1 2024.

Steward Partners Investment Solutions held 2,528 shares of iShares Russell 3000 ETF worth $759K as of Q1 2024.
iShares Russell 3000 ETF was a new Steward Partners Investment Solutions position in Q1 2024.
iShares Russell 3000 ETF made up 0.13% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #118 holding.
758 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.