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Verus Financial Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Verus Financial Partners’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
2020
Q4 		– Sell
-6,342
Closed -$1.24M – 141
2020
Q3 		$1.24M Buy
+6,342
New +$1.23M 0.45% 40

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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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 $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Verus Financial Partners's IWV Position: Q4 2020 in Review

Verus Financial Partners sold out of iShares Russell 3000 ETF (IWV) in Q4 2020, closing a stake of 6,342 shares — an estimated $1.24M sold.

Verus Financial Partners first reported a position in IWV in Q3 2020 and held it in 1 quarter. The position peaked at $1.24M in Q3 2020. 573 funds tracked by Wall St. Rank hold IWV as of Q4 2020.

  • Verus Financial Partners reported no remaining iShares Russell 3000 ETF position as of Q4 2020 after selling out during the quarter.
  • Verus Financial Partners sold 6,342 iShares Russell 3000 ETF shares in Q4 2020, an estimated $1.24M.
  • Verus Financial Partners first reported a position in iShares Russell 3000 ETF in Q3 2020 and held it in 1 quarter.
  • Verus Financial Partners's iShares Russell 3000 ETF position peaked at $1.24M in Q3 2020.
  • 573 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2020.

Based on Verus Financial Partners's 13F filing for Q4 2020, filed 10 Feb 2021.