Winslow Evans & Crocker’s iShares Russell 3000 ETF IWV Stock Holding History

Winslow Evans & Crocker’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	$159K	Hold	710	–	–	0.03%	366
2020 Q3	$139K	Hold	710	–	–	0.03%	316
2020 Q2	$128K	Hold	710	–	–	0.03%	320
2020 Q1	$106K	Hold	710	–	–	0.03%	320
2019 Q4	$134K	Hold	710	–	–	0.03%	346
2019 Q3	$124K	Hold	710	–	–	0.03%	354
2019 Q2	$124K	Hold	710	–	–	0.03%	356
2019 Q1	$120K	Hold	710	–	–	0.03%	355
2018 Q4	$106K	Hold	710	–	–	0.04%	345
2018 Q3	$124K	Hold	710	–	–	0.04%	339
2018 Q2	$116K	Hold	710	–	–	0.04%	344
2018 Q1	$111K	Hold	710	–	–	0.04%	337
2017 Q4	$112K	Hold	710	–	–	0.04%	347
2017 Q3	$106K	Hold	710	–	–	0.04%	354
2017 Q2	$102K	Hold	710	–	–	0.03%	433
2017 Q1	$99.3K	Hold	710	–	–	0.03%	418
2016 Q4	$94.4K	Hold	710	–	–	0.03%	414
2016 Q3	$91K	Hold	710	–	–	0.03%	425
2016 Q2	$88.1K	Hold	710	–	–	0.03%	410
2016 Q1	$85.8K	Hold	710	–	–	0.03%	400
2015 Q4	$85.4K	Hold	710	–	–	0.02%	428
2015 Q3	$80.9K	Hold	710	–	–	0.03%	428
2015 Q2	$88K	Hold	710	–	–	0.02%	442
2015 Q1	$87.9K	Hold	710	–	–	0.02%	444
2014 Q4	$86.8K	Hold	710	–	–	0.02%	439
2014 Q3	$82.9K	Hold	710	–	–	0.02%	460
2014 Q2	$83.6K	Sell	710 -52	-7%	-$5.91K	0.03%	406
2014 Q1	$85.6K	Hold	762	–	–	0.03%	383
2013 Q4	$84K	Buy	+762	New	+$80.9K	0.03%	414

Other funds holding IWV

SCM

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Winslow Evans & Crocker's IWV Position: Q4 2020 in Review

Winslow Evans & Crocker held its iShares Russell 3000 ETF (IWV) position steady in Q4 2020 at 710 shares worth $159K. The position accounts for 0.03% of the portfolio, ranked #366.

Winslow Evans & Crocker first reported a position in IWV in Q4 2013 and has held it in 29 quarters since. 573 funds tracked by Wall St. Rank hold IWV as of Q4 2020.

Winslow Evans & Crocker held 710 shares of iShares Russell 3000 ETF worth $159K as of Q4 2020.
Winslow Evans & Crocker left its iShares Russell 3000 ETF share count unchanged in Q4 2020.
iShares Russell 3000 ETF made up 0.03% of Winslow Evans & Crocker's portfolio in Q4 2020, its #366 holding.
Winslow Evans & Crocker first reported a position in iShares Russell 3000 ETF in Q4 2013 and has held it in 29 quarters since.
573 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.