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

Tectonic 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
Q1 		– Sell
-200
Closed -$44.1K – 250
2022
Q4 		$44.1K Hold
200
– – 0.01% 250
2022
Q3 		$41K Hold
200
– – 0.01% 200
2022
Q2 		$43K Sell
200
-100
-33% -$23.7K 0.01% 204
2022
Q1 		$79K Hold
300
– – 0.01% 198
2021
Q4 		$83K Hold
300
– – 0.01% 195
2021
Q3 		$76K Hold
300
– – 0.01% 194
2021
Q2 		$77K Hold
300
– – 0.02% 189
2021
Q1 		$71K Buy
300
+100
+50% +$23.2K 0.02% 179
2020
Q4 		$45K Buy
+200
New +$42K 0.01% 173

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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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 $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return