WAM
IWV icon

Wealthspire Advisors (Maryland)’s iShares Russell 3000 ETF IWV Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$8.09M Sell
41,341
-7,824
-16% -$1.51M 0.29% 48
2020
Q2 		$8.85M Sell
49,165
-292
-0.6% -$49.5K 0.63% 27
2020
Q1 		$7.34M Sell
49,457
-13,749
-22% -$2.45M 0.64% 29
2019
Q4 		$11.9M Buy
63,206
+462
+0.7% +$83.3K 0.8% 25
2019
Q3 		$10.9M Sell
62,744
-1,261
-2% -$219K 0.8% 25
2019
Q2 		$11M Sell
64,005
-1,487
-2% -$252K 0.83% 24
2019
Q1 		$10.9M Buy
65,492
+5,745
+10% +$922K 0.82% 23
2018
Q4 		$8.78M Buy
59,747
+5,514
+10% +$876K 0.78% 24
2018
Q3 		$9.34M Buy
54,233
+6,523
+14% +$1.1M 0.77% 22
2018
Q2 		$7.74M Buy
47,710
+2,576
+6% +$414K 0.7% 25
2018
Q1 		$7.06M Buy
45,134
+3,958
+10% +$639K 0.66% 28
2017
Q4 		$6.51M Buy
41,176
+29,123
+242% +$4.49M 0.63% 29
2017
Q3 		$1.8M Buy
12,053
+634
+6% +$92.6K 0.2% 82
2017
Q2 		$1.65M Hold
11,419
– – 0.19% 82
2017
Q1 		$1.6M Buy
11,419
+134
+1% +$18.5K 0.23% 65
2016
Q4 		$1.5M Buy
11,285
+240
+2% +$31.1K 0.22% 70
2016
Q3 		$1.42M Buy
11,045
+54
+0.5% +$6.9K 0.22% 71
2016
Q2 		$1.36M Buy
10,991
+2,262
+26% +$276K 0.23% 70
2016
Q1 		$1.05M Buy
8,729
+92
+1% +$10.5K 0.19% 85
2015
Q4 		$1.04M Buy
+8,637
New +$1.05M 0.19% 85

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IWV Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its iShares Russell 3000 ETF (IWV) stake by 16% in Q3 2020, selling an estimated $1.51M and leaving 41,341 shares worth $8.09M. The position accounts for 0.29% of the portfolio, ranked #48.

Wealthspire Advisors (Maryland) first reported a position in IWV in Q4 2015 and has held it in 20 quarters since. The position peaked at $11.9M in Q4 2019. 517 funds tracked by Wall St. Rank hold IWV as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 41,341 shares of iShares Russell 3000 ETF worth $8.09M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 7,824 iShares Russell 3000 ETF shares in Q3 2020, an estimated $1.51M.
  • iShares Russell 3000 ETF made up 0.29% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #48 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Russell 3000 ETF in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s iShares Russell 3000 ETF position peaked at $11.9M in Q4 2019.
  • 517 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.