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Syverson Strege & Co’s iShares Russell 3000 ETF IWV Stock Holding History

Syverson Strege & Co’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 		– Sell
-1,620
Closed -$443K – 72
2023
Q4 		$443K Buy
1,620
+13
+0.8% +$3.31K 0.17% 43
2023
Q3 		$394K Buy
1,607
+50
+3% +$12.8K 0.18% 42
2023
Q2 		$396K Sell
1,557
-257
-14% -$61.8K 0.17% 44
2023
Q1 		$427K Buy
1,814
+102
+6% +$23.5K 0.18% 42
2022
Q4 		$378K Buy
1,712
+196
+13% +$43.6K 0.17% 42
2022
Q3 		$314K Buy
1,516
+106
+8% +$24.4K 0.16% 51
2022
Q2 		$306K Buy
1,410
+69
+5% +$16.3K 0.11% 53
2022
Q1 		$352K Buy
1,341
+4
+0.3% +$1.03K 0.38% 45
2021
Q4 		$371K Buy
1,337
+4
+0.3% +$1.08K 0.28% 47
2021
Q3 		$340K Buy
1,333
+33
+3% +$8.64K 0.27% 46
2021
Q2 		$333K Buy
1,300
+2
+0.2% +$499 0.3% 45
2021
Q1 		$308K Sell
1,298
-46
-3% -$10.7K 0.32% 44
2020
Q4 		$300K Buy
+1,344
New +$282K 0.29% 46

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Syverson Strege & Co's IWV Position: Q1 2024 in Review

Syverson Strege & Co sold out of iShares Russell 3000 ETF (IWV) in Q1 2024, closing a stake of 1,620 shares — an estimated $443K sold.

Syverson Strege & Co first reported a position in IWV in Q4 2020 and held it in 13 quarters. The position peaked at $443K in Q4 2023. 758 funds tracked by Wall St. Rank hold IWV as of Q1 2024.

  • Syverson Strege & Co reported no remaining iShares Russell 3000 ETF position as of Q1 2024 after selling out during the quarter.
  • Syverson Strege & Co sold 1,620 iShares Russell 3000 ETF shares in Q1 2024, an estimated $443K.
  • Syverson Strege & Co first reported a position in iShares Russell 3000 ETF in Q4 2020 and held it in 13 quarters.
  • Syverson Strege & Co's iShares Russell 3000 ETF position peaked at $443K in Q4 2023.
  • 758 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2024.

Based on Syverson Strege & Co's 13F filing for Q1 2024, filed 30 Apr 2024.