Virginia National Bank’s iShares Russell 3000 ETF IWV Stock Holding History

Virginia National Bank’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
2022 Q4	–	Sell	-1,756	Closed	-$364K	–	43
2022 Q3	$364K	Hold	1,756	–	–	1.16%	25
2022 Q2	$382K	Sell	1,756 -28	-2%	-$6.63K	0.6%	42
2022 Q1	$468K	Buy	+1,784	New	+$462K	0.53%	41

Other funds holding IWV

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

SCM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Virginia National Bank's IWV Position: Q4 2022 in Review

Virginia National Bank sold out of iShares Russell 3000 ETF (IWV) in Q4 2022, closing a stake of 1,756 shares — an estimated $364K sold.

Virginia National Bank first reported a position in IWV in Q1 2022 and held it in 3 quarters. The position peaked at $468K in Q1 2022. 694 funds tracked by Wall St. Rank hold IWV as of Q4 2022.

Virginia National Bank reported no remaining iShares Russell 3000 ETF position as of Q4 2022 after selling out during the quarter.
Virginia National Bank sold 1,756 iShares Russell 3000 ETF shares in Q4 2022, an estimated $364K.
Virginia National Bank first reported a position in iShares Russell 3000 ETF in Q1 2022 and held it in 3 quarters.
Virginia National Bank's iShares Russell 3000 ETF position peaked at $468K in Q1 2022.
694 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2022.

Based on Virginia National Bank's 13F filing for Q4 2022, filed 9 Feb 2023.