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Tyler-Stone Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-92
Closed -$28.4K – 626
2024
Q2 		$28.4K Hold
92
– – 0.01% 459
2024
Q1 		$27.6K Hold
92
– – 0.01% 467
2023
Q4 		$25.2K Hold
92
– – 0.01% 467
2023
Q3 		$23K Hold
92
– – 0.01% 460
2023
Q2 		$23K Buy
+92
New +$22.1K 0.01% 459
2022
Q4 		$31K Hold
142
– – 0.02% 384
2022
Q3 		$29K Hold
142
– – 0.02% 375
2022
Q2 		$31K Hold
142
– – 0.02% 383
2022
Q1 		$37K Hold
142
– – 0.02% 382
2021
Q4 		$39K Buy
+142
New +$38.5K 0.02% 394

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return