Tradition Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Tradition Wealth Management’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
2024 Q1	–	Sell	-38	Closed	-$10K	–	800
2023 Q4	$10K	Hold	38	–	–	﹤0.01%	1000
2023 Q3	$9K	Hold	38	–	–	﹤0.01%	1038
2023 Q2	$10K	Hold	38	–	–	﹤0.01%	1037
2023 Q1	$9K	Hold	38	–	–	﹤0.01%	1023
2022 Q4	$8K	Hold	38	–	–	﹤0.01%	947
2022 Q3	$8K	Hold	38	–	–	﹤0.01%	972
2022 Q2	$8K	Hold	38	–	–	﹤0.01%	874
2022 Q1	$10K	Hold	38	–	–	﹤0.01%	902
2021 Q4	$11K	Buy	+38	New	+$10.3K	﹤0.01%	896
2021 Q1	–	Sell	-8	Closed	-$2K	–	915
2020 Q4	$2K	Buy	+8	New	+$1.68K	﹤0.01%	944

Other funds holding IWV

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

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

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

BlackRock New York $5.7T AUM 30.48% 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 New York $761B AUM 31.28% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return