TCI Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

TCI Wealth 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 Q2	–	Sell	-294	Closed	-$69.2K	–	1215
2023 Q1	$69.2K	Sell	294 -19	-6%	-$4.38K	0.01%	356
2022 Q4	$69.1K	Sell	313 -24	-7%	-$5.33K	0.01%	333
2022 Q3	$70K	Hold	337	–	–	0.01%	304
2022 Q2	$73K	Sell	337 -2	-0.6%	-$474	0.01%	293
2022 Q1	$89K	Sell	339 -30	-8%	-$7.77K	0.01%	277
2021 Q4	$102K	Hold	369	–	–	0.02%	265
2021 Q3	$94K	Sell	369 -7	-2%	-$1.83K	0.01%	297
2021 Q2	$96K	Buy	376 +146	+63%	+$36.4K	0.02%	283
2021 Q1	$55K	Hold	230	–	–	0.02%	334
2020 Q4	$51K	Hold	230	–	–	0.02%	331
2020 Q3	$45K	Hold	230	–	–	0.02%	327
2020 Q2	$41K	Hold	230	–	–	0.02%	340
2020 Q1	$34K	Sell	230 -2,000	-90%	-$356K	0.02%	368
2019 Q4	$420K	Buy	2,230 +2,000	+870%	+$360K	0.16%	100
2019 Q3	$40K	Hold	230	–	–	0.02%	364
2019 Q2	$40K	Hold	230	–	–	0.02%	352
2019 Q1	$38K	Hold	230	–	–	0.02%	393
2018 Q4	$34K	Hold	230	–	–	0.02%	379
2018 Q3	$40K	Hold	230	–	–	0.02%	374
2018 Q2	$37K	Hold	230	–	–	0.02%	372
2018 Q1	$36K	Hold	230	–	–	0.02%	378
2017 Q4	$36K	Hold	230	–	–	0.02%	389
2017 Q3	$34K	Hold	230	–	–	0.02%	376
2017 Q2	$33K	Hold	230	–	–	0.02%	377
2017 Q1	$32K	Hold	230	–	–	0.02%	365
2016 Q4	$31K	Hold	230	–	–	0.02%	402
2016 Q3	$29K	Hold	230	–	–	0.02%	373
2016 Q2	$29K	Hold	230	–	–	0.02%	368
2016 Q1	$28K	Hold	230	–	–	0.02%	376
2015 Q4	$28K	Hold	230	–	–	0.02%	383
2015 Q3	$26K	Hold	230	–	–	0.02%	360
2015 Q2	$29K	Hold	230	–	–	0.02%	344
2015 Q1	$28K	Hold	230	–	–	0.02%	313
2014 Q4	$28K	Hold	230	–	–	0.02%	311
2014 Q3	$27K	Hold	230	–	–	0.02%	298
2014 Q2	$27K	Hold	230	–	–	0.02%	313
2014 Q1	$26K	Hold	230	–	–	0.02%	300
2013 Q4	$25K	Buy	+230	New	+$24.4K	0.02%	321

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

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

TCI Wealth Advisors's IWV Position: Q2 2023 in Review

TCI Wealth Advisors sold out of iShares Russell 3000 ETF (IWV) in Q2 2023, closing a stake of 294 shares — an estimated $69.2K sold.

TCI Wealth Advisors first reported a position in IWV in Q4 2013 and held it in 38 quarters. The position peaked at $420K in Q4 2019. 679 funds tracked by Wall St. Rank hold IWV as of Q2 2023.

TCI Wealth Advisors reported no remaining iShares Russell 3000 ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 294 iShares Russell 3000 ETF shares in Q2 2023, an estimated $69.2K.
TCI Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q4 2013 and held it in 38 quarters.
TCI Wealth Advisors's iShares Russell 3000 ETF position peaked at $420K in Q4 2019.
679 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.