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

World 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
2021 Q3	–	Sell	-7,387	Closed	-$1.89M	–	852
2021 Q2	$1.89M	Buy	7,387 +2,832	+62%	+$706K	0.17%	118
2021 Q1	$1.14M	Sell	4,555 -11,730	-72%	-$2.72M	0.1%	198
2020 Q4	$3.64M	Buy	16,285 +6,860	+73%	+$1.44M	0.35%	60
2020 Q3	$1.84M	Buy	9,425 +2,700	+40%	+$522K	0.19%	109
2020 Q2	$1.21M	Sell	6,725 -234	-3%	-$39.6K	0.13%	160
2020 Q1	$1.03M	Buy	+6,959	New	+$1.24M	0.09%	219

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

World Asset Management's IWV Position: Q3 2021 in Review

World Asset Management sold out of iShares Russell 3000 ETF (IWV) in Q3 2021, closing a stake of 7,387 shares — an estimated $1.89M sold.

World Asset Management first reported a position in IWV in Q1 2020 and held it in 6 quarters. The position peaked at $3.64M in Q4 2020. 584 funds tracked by Wall St. Rank hold IWV as of Q3 2021.

World Asset Management reported no remaining iShares Russell 3000 ETF position as of Q3 2021 after selling out during the quarter.
World Asset Management sold 7,387 iShares Russell 3000 ETF shares in Q3 2021, an estimated $1.89M.
World Asset Management first reported a position in iShares Russell 3000 ETF in Q1 2020 and held it in 6 quarters.
World Asset Management's iShares Russell 3000 ETF position peaked at $3.64M in Q4 2020.
584 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2021.

Based on World Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.