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

V 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 Q3	–	Sell	-1,052	Closed	-$268K	–	239
2023 Q2	$268K	Hold	1,052	–	–	0.04%	306
2023 Q1	$248K	Hold	1,052	–	–	0.05%	324
2022 Q4	$232K	Hold	1,052	–	–	0.05%	313
2022 Q3	$218K	Sell	1,052 -250	-19%	-$57.5K	0.04%	338
2022 Q2	$283K	Sell	1,302 -58	-4%	-$13.7K	0.05%	319
2022 Q1	$357K	Hold	1,360	–	–	0.06%	302
2021 Q4	$377K	Hold	1,360	–	–	0.06%	316
2021 Q3	$347K	Hold	1,360	–	–	0.05%	334
2021 Q2	$349K	Buy	1,360 +39	+3%	+$9.72K	0.06%	337
2021 Q1	$313K	Hold	1,321	–	–	0.06%	332
2020 Q4	$295K	Buy	+1,321	New	+$277K	0.06%	303
2020 Q3	–	Sell	-1,321	Closed	-$238K	–	254
2020 Q2	$238K	Sell	1,321 -575	-30%	-$97.4K	0.06%	307
2020 Q1	$281K	Buy	+1,896	New	+$337K	0.09%	231
2017 Q3	–	Sell	-1,240	Closed	-$178K	–	457
2017 Q2	$178K	Buy	+1,240	New	+$176K	0.08%	186
2016 Q4	–	Sell	-1,990	Closed	-$256K	–	182
2016 Q3	$256K	Buy	1,990 +100	+5%	+$12.8K	0.21%	137
2016 Q2	$234K	Buy	+1,890	New	+$231K	0.19%	141

Other funds holding IWV

SCM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

V Wealth Advisors's IWV Position: Q3 2023 in Review

V Wealth Advisors sold out of iShares Russell 3000 ETF (IWV) in Q3 2023, closing a stake of 1,052 shares — an estimated $268K sold.

V Wealth Advisors first reported a position in IWV in Q2 2016 and held it in 16 quarters. The position peaked at $377K in Q4 2021. 682 funds tracked by Wall St. Rank hold IWV as of Q3 2023.

V Wealth Advisors reported no remaining iShares Russell 3000 ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 1,052 iShares Russell 3000 ETF shares in Q3 2023, an estimated $268K.
V Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q2 2016 and held it in 16 quarters.
V Wealth Advisors's iShares Russell 3000 ETF position peaked at $377K in Q4 2021.
682 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.