TCTC Holdings’s iShares Russell 3000 ETF IWV Stock Holding History

TCTC Holdings’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
2021 Q3	–	Sell	-161	Closed	-$41K	–	450
2021 Q2	$41K	Hold	161	–	–	﹤0.01%	286
2021 Q1	$38K	Sell	161 -160	-50%	-$37.2K	﹤0.01%	285
2020 Q4	$72K	Buy	321 +161	+101%	+$33.8K	﹤0.01%	229
2020 Q3	$31K	Hold	160	–	–	﹤0.01%	272
2020 Q2	$29K	Buy	+160	New	+$27.1K	﹤0.01%	275

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

JMPWA

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCTC Holdings's IWV Position: Q3 2021 in Review

TCTC Holdings sold out of iShares Russell 3000 ETF (IWV) in Q3 2021, closing a stake of 161 shares — an estimated $41K sold.

TCTC Holdings first reported a position in IWV in Q2 2020 and held it in 5 quarters. The position peaked at $72K in Q4 2020. 584 funds tracked by Wall St. Rank hold IWV as of Q3 2021.

TCTC Holdings reported no remaining iShares Russell 3000 ETF position as of Q3 2021 after selling out during the quarter.
TCTC Holdings sold 161 iShares Russell 3000 ETF shares in Q3 2021, an estimated $41K.
TCTC Holdings first reported a position in iShares Russell 3000 ETF in Q2 2020 and held it in 5 quarters.
TCTC Holdings's iShares Russell 3000 ETF position peaked at $72K in Q4 2020.
584 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2021.

Based on TCTC Holdings's 13F filing for Q3 2021, filed 4 Nov 2021.