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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 $10.6B AUM 19.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tectonic Advisors's IWV Position: Q1 2023 in Review

Tectonic Advisors sold out of iShares Russell 3000 ETF (IWV) in Q1 2023, closing a stake of 200 shares — an estimated $44.1K sold.

Tectonic Advisors first reported a position in IWV in Q4 2020 and held it in 9 quarters. The position peaked at $83K in Q4 2021. 665 funds tracked by Wall St. Rank hold IWV as of Q1 2023.

  • Tectonic Advisors reported no remaining iShares Russell 3000 ETF position as of Q1 2023 after selling out during the quarter.
  • Tectonic Advisors sold 200 iShares Russell 3000 ETF shares in Q1 2023, an estimated $44.1K.
  • Tectonic Advisors first reported a position in iShares Russell 3000 ETF in Q4 2020 and held it in 9 quarters.
  • Tectonic Advisors's iShares Russell 3000 ETF position peaked at $83K in Q4 2021.
  • 665 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2023.

Based on Tectonic Advisors's 13F filing for Q1 2023, filed 26 Apr 2023.