TKP
IWV icon

Tallon Kerry Patrick’s iShares Russell 3000 ETF IWV Stock Holding History

Tallon Kerry Patrick’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 		$7.61M Buy
+22,809
New +$7.68M 7.33% 2

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tallon Kerry Patrick's IWV Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in iShares Russell 3000 ETF (IWV) in Q4 2024: 22,809 shares worth $7.61M. The stake represents 7.33% of the portfolio and ranks #2 among its holdings.

850 funds tracked by Wall St. Rank hold IWV as of Q4 2024.

  • Tallon Kerry Patrick held 22,809 shares of iShares Russell 3000 ETF worth $7.61M as of Q4 2024.
  • iShares Russell 3000 ETF was a new Tallon Kerry Patrick position in Q4 2024.
  • iShares Russell 3000 ETF made up 7.33% of Tallon Kerry Patrick's portfolio in Q4 2024, its #2 holding.
  • 850 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.