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Sugarloaf Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$205K Sell
613
-28
-4% -$9.43K 0.04% 160
2024
Q3 		$210K Buy
641
+2
+0.3% +$630 0.04% 163
2024
Q2 		$197K Buy
639
+1
+0.2% +$298 0.04% 149
2024
Q1 		$191K Buy
638
+2
+0.3% +$571 0.04% 151
2023
Q4 		$174K Buy
636
+5
+0.8% +$1.27K 0.04% 161
2023
Q3 		$155K Hold
631
– – 0.04% 164
2023
Q2 		$161K Buy
631
+2
+0.3% +$481 0.04% 165
2023
Q1 		$148K Buy
629
+2
+0.3% +$462 0.04% 163
2022
Q4 		$138K Buy
627
+2
+0.3% +$444 0.03% 162
2022
Q3 		$130K Buy
625
+3
+0.5% +$690 0.03% 169
2022
Q2 		$135K Buy
622
+3
+0.5% +$710 0.03% 157
2022
Q1 		$163K Buy
619
+1
+0.2% +$259 0.04% 140
2021
Q4 		$171K Buy
618
+2
+0.3% +$542 0.04% 140
2021
Q3 		$157K Buy
616
+2
+0.3% +$524 0.04% 150
2021
Q2 		$157K Sell
614
-554
-47% -$138K 0.04% 146
2021
Q1 		$169 Buy
1,168
+358
+44% +$83.2K 0.05% 136
2020
Q4 		$181K Sell
810
-97
-11% -$20.4K 0.06% 125
2020
Q3 		$178K Sell
907
-296
-25% -$57.3K 0.06% 116
2020
Q2 		$217K Sell
1,203
-97
-7% -$16.4K 0.08% 103
2020
Q1 		$193K Buy
1,300
+7
+0.5% +$1.25K 0.09% 104
2019
Q4 		$244K Buy
+1,293
New +$233K 0.1% 107

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sugarloaf Wealth Management's IWV Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 4.4% in Q4 2024, selling an estimated $9.43K and leaving 613 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #160.

Sugarloaf Wealth Management first reported a position in IWV in Q4 2019 and has held it in 21 quarters since. The position peaked at $244K in Q4 2019. 850 funds tracked by Wall St. Rank hold IWV as of Q4 2024.

  • Sugarloaf Wealth Management held 613 shares of iShares Russell 3000 ETF worth $205K as of Q4 2024.
  • Sugarloaf Wealth Management sold 28 iShares Russell 3000 ETF shares in Q4 2024, an estimated $9.43K.
  • iShares Russell 3000 ETF made up 0.04% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #160 holding.
  • Sugarloaf Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's iShares Russell 3000 ETF position peaked at $244K in Q4 2019.
  • 850 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.