Wilkinson Global Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History

Wilkinson Global Asset Management’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 Q1	–	Sell	-1,057	Closed	-$293K	–	96
2021 Q4	$293K	Sell	1,057 -290	-22%	-$78.6K	0.02%	80
2021 Q3	$343K	Hold	1,347	–	–	0.02%	77
2021 Q2	$345K	Hold	1,347	–	–	0.02%	76
2021 Q1	$320K	Buy	+1,347	New	+$313K	0.02%	75

Other funds holding IWV

SCM

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

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

Wilkinson Global Asset Management's IWV Position: Q1 2022 in Review

Wilkinson Global Asset Management sold out of iShares Russell 3000 ETF (IWV) in Q1 2022, closing a stake of 1,057 shares — an estimated $293K sold.

Wilkinson Global Asset Management first reported a position in IWV in Q1 2021 and held it in 4 quarters. The position peaked at $345K in Q2 2021. 658 funds tracked by Wall St. Rank hold IWV as of Q1 2022.

Wilkinson Global Asset Management reported no remaining iShares Russell 3000 ETF position as of Q1 2022 after selling out during the quarter.
Wilkinson Global Asset Management sold 1,057 iShares Russell 3000 ETF shares in Q1 2022, an estimated $293K.
Wilkinson Global Asset Management first reported a position in iShares Russell 3000 ETF in Q1 2021 and held it in 4 quarters.
Wilkinson Global Asset Management's iShares Russell 3000 ETF position peaked at $345K in Q2 2021.
658 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2022.

Based on Wilkinson Global Asset Management's 13F filing for Q1 2022, filed 9 May 2022.