WEG
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World Equity Group’s iShares Russell 3000 ETF IWV Stock Holding History

World Equity 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
2022
Q2 		– Sell
-3,414
Closed -$896K – 372
2022
Q1 		$896K Buy
+3,414
New +$884K 0.19% 137

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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

World Equity Group's IWV Position: Q2 2022 in Review

World Equity Group sold out of iShares Russell 3000 ETF (IWV) in Q2 2022, closing a stake of 3,414 shares — an estimated $896K sold.

World Equity Group first reported a position in IWV in Q1 2022 and held it in 1 quarter. The position peaked at $896K in Q1 2022. 641 funds tracked by Wall St. Rank hold IWV as of Q2 2022.

  • World Equity Group reported no remaining iShares Russell 3000 ETF position as of Q2 2022 after selling out during the quarter.
  • World Equity Group sold 3,414 iShares Russell 3000 ETF shares in Q2 2022, an estimated $896K.
  • World Equity Group first reported a position in iShares Russell 3000 ETF in Q1 2022 and held it in 1 quarter.
  • World Equity Group's iShares Russell 3000 ETF position peaked at $896K in Q1 2022.
  • 641 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2022.

Based on World Equity Group's 13F filing for Q2 2022, filed 6 Sep 2024.