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Weaver Consulting Group’s iShares Russell 3000 ETF IWV Stock Holding History

Weaver Consulting Group’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
-100
Closed -$20K – 515
2020
Q3 		$20K Hold
100
– – 0.01% 399
2020
Q2 		$18K Hold
100
– – 0.01% 405
2020
Q1 		$15K Hold
100
– – 0.01% 372
2019
Q4 		$17K Hold
100
– – 0.01% 383
2019
Q3 		$18K Hold
100
– – 0.01% 367
2019
Q2 		$17K Hold
100
– – 0.01% 361
2019
Q1 		$17K Buy
+100
New +$16.1K ﹤0.01% 782

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

Weaver Consulting Group's IWV Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares Russell 3000 ETF (IWV) in Q4 2020, closing a stake of 100 shares — an estimated $20K sold.

Weaver Consulting Group first reported a position in IWV in Q1 2019 and held it in 7 quarters. The position peaked at $20K in Q3 2020. 573 funds tracked by Wall St. Rank hold IWV as of Q4 2020.

  • Weaver Consulting Group reported no remaining iShares Russell 3000 ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 100 iShares Russell 3000 ETF shares in Q4 2020, an estimated $20K.
  • Weaver Consulting Group first reported a position in iShares Russell 3000 ETF in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's iShares Russell 3000 ETF position peaked at $20K in Q3 2020.
  • 573 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.