Strategic Wealth Partners Group’s iShares Russell 3000 ETF IWV Stock Holding History

Strategic Wealth Partners 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
2024 Q1	$255K	Hold	850	–	–	0.03%	65
2023 Q4	$233K	Buy	+850	New	+$217K	0.03%	64
2022 Q2	–	Sell	-850	Closed	-$223K	–	54
2022 Q1	$223K	Sell	850 -454	-35%	-$118K	0.04%	53
2021 Q4	$362K	Buy	1,304 +3	+0.2%	+$813	0.06%	51
2021 Q3	$332K	Buy	+1,301	New	+$341K	0.06%	54
2021 Q1	$308K	Hold	1,299	–	–	0.06%	55
2020 Q4	$290K	Buy	1,299 +2	+0.2%	+$420	0.06%	54
2020 Q3	$254K	Hold	1,297	–	–	0.06%	54
2020 Q2	$234K	Buy	+1,297	New	+$220K	0.06%	59
2020 Q1	–	Sell	-1,623	Closed	-$306K	–	56
2019 Q4	$306K	Sell	1,623 -26	-2%	-$4.69K	0.07%	51
2019 Q3	$287K	Buy	+1,649	New	+$286K	0.08%	29
2017 Q1	–	Sell	-1,923	Closed	-$256K	–	31
2016 Q4	$256K	Buy	+1,923	New	+$249K	0.12%	30

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

Strategic Wealth Partners Group's IWV Position: Q1 2024 in Review

Strategic Wealth Partners Group held its iShares Russell 3000 ETF (IWV) position steady in Q1 2024 at 850 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #65.

Strategic Wealth Partners Group first reported a position in IWV in Q4 2016 and has held it in 12 quarters since. The position peaked at $362K in Q4 2021. 758 funds tracked by Wall St. Rank hold IWV as of Q1 2024.

Strategic Wealth Partners Group held 850 shares of iShares Russell 3000 ETF worth $255K as of Q1 2024.
Strategic Wealth Partners Group left its iShares Russell 3000 ETF share count unchanged in Q1 2024.
iShares Russell 3000 ETF made up 0.03% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #65 holding.
Strategic Wealth Partners Group first reported a position in iShares Russell 3000 ETF in Q4 2016 and has held it in 12 quarters since.
Strategic Wealth Partners Group's iShares Russell 3000 ETF position peaked at $362K in Q4 2021.
758 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.