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 $10.6B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tyler-Stone Wealth Management's IWV Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q3 2024, closing a stake of 92 shares — an estimated $28.4K sold.

Tyler-Stone Wealth Management first reported a position in IWV in Q4 2021 and held it in 10 quarters. The position peaked at $39K in Q4 2021. 783 funds tracked by Wall St. Rank hold IWV as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 92 iShares Russell 3000 ETF shares in Q3 2024, an estimated $28.4K.
Tyler-Stone Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's iShares Russell 3000 ETF position peaked at $39K in Q4 2021.
783 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.