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

Ten Capital 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	$188K	Hold	740	–	–	0.05%	135
2023 Q1	$174K	Buy	+740	New	+$171K	0.06%	117

Other funds holding IWV

SCM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Goldman Sachs New York $871B AUM 31.28% 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 $666B AUM 30.12% 1-Year Est. Return

Ten Capital Wealth Advisors's IWV Position: Q2 2023 in Review

Ten Capital Wealth Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2023 at 740 shares worth $188K. The position accounts for 0.05% of the portfolio, ranked #135.

Ten Capital Wealth Advisors first reported a position in IWV in Q1 2023 and has held it in 2 quarters since. 679 funds tracked by Wall St. Rank hold IWV as of Q2 2023.

Ten Capital Wealth Advisors held 740 shares of iShares Russell 3000 ETF worth $188K as of Q2 2023.
Ten Capital Wealth Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2023.
iShares Russell 3000 ETF made up 0.05% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #135 holding.
Ten Capital Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q1 2023 and has held it in 2 quarters since.
679 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.