Zeke Capital Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Zeke Capital Advisors’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 Q4	$364K	Hold	1,649	–	–	0.02%	300
2022 Q3	$341K	Hold	1,649	–	–	0.02%	287
2022 Q2	$358K	Buy	1,649 +385	+30%	+$91.2K	0.02%	276
2022 Q1	$332K	Hold	1,264	–	–	0.02%	336
2021 Q4	$351K	Hold	1,264	–	–	0.02%	210
2021 Q3	$322K	Hold	1,264	–	–	0.02%	205
2021 Q2	$323K	Hold	1,264	–	–	0.02%	203
2021 Q1	$300K	Hold	1,264	–	–	0.02%	206
2020 Q4	$283K	Hold	1,264	–	–	0.02%	202
2020 Q3	$247K	Hold	1,264	–	–	0.03%	183
2020 Q2	$228K	Sell	1,264 -356	-22%	-$60.3K	0.04%	170
2020 Q1	$240K	Buy	1,620 +356	+28%	+$63.3K	0.07%	170
2019 Q4	$238K	Hold	1,264	–	–	0.02%	495
2019 Q3	$220K	Hold	1,264	–	–	0.02%	517
2019 Q2	$218K	Sell	1,264 -840	-40%	-$142K	0.02%	529
2019 Q1	$351K	Hold	2,104	–	–	0.03%	438
2018 Q4	$309K	Buy	+2,104	New	+$334K	0.03%	427

Other funds holding IWV

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

SCM

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

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

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

Zeke Capital Advisors's IWV Position: Q4 2022 in Review

Zeke Capital Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q4 2022 at 1,649 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #300.

Zeke Capital Advisors first reported a position in IWV in Q4 2018 and has held it in 17 quarters since. 695 funds tracked by Wall St. Rank hold IWV as of Q4 2022.

Zeke Capital Advisors held 1,649 shares of iShares Russell 3000 ETF worth $364K as of Q4 2022.
Zeke Capital Advisors left its iShares Russell 3000 ETF share count unchanged in Q4 2022.
iShares Russell 3000 ETF made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #300 holding.
Zeke Capital Advisors first reported a position in iShares Russell 3000 ETF in Q4 2018 and has held it in 17 quarters since.
695 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.