Tactive Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Tactive Advisors’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
2023 Q3	–	Sell	-7,751	Closed	-$1.97M	–	79
2023 Q2	$1.97M	Buy	+7,751	New	+$1.86M	1.51%	15

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

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

BlackRock New York $6.73T AUM 46.02% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tactive Advisors's IWV Position: Q3 2023 in Review

Tactive Advisors sold out of iShares Russell 3000 ETF (IWV) in Q3 2023, closing a stake of 7,751 shares — an estimated $1.97M sold.

Tactive Advisors first reported a position in IWV in Q2 2023 and held it in 1 quarter. The position peaked at $1.97M in Q2 2023. 681 funds tracked by Wall St. Rank hold IWV as of Q3 2023.

Tactive Advisors reported no remaining iShares Russell 3000 ETF position as of Q3 2023 after selling out during the quarter.
Tactive Advisors sold 7,751 iShares Russell 3000 ETF shares in Q3 2023, an estimated $1.97M.
Tactive Advisors first reported a position in iShares Russell 3000 ETF in Q2 2023 and held it in 1 quarter.
Tactive Advisors's iShares Russell 3000 ETF position peaked at $1.97M in Q2 2023.
681 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2023.

Based on Tactive Advisors's 13F filing for Q3 2023, filed 2 Feb 2024.