ZWJ Investment Counsel’s iShares Russell 3000 ETF IWV Stock Holding History

ZWJ Investment Counsel’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 Q2	–	Sell	-1,311	Closed	-$311K	–	172
2021 Q1	$311K	Buy	+1,311	New	+$304K	0.02%	147
2017 Q2	–	Sell	-1,438	Closed	-$201K	–	307
2017 Q1	$201K	Buy	+1,438	New	+$199K	0.02%	305

Other funds holding IWV

SCM

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

ZWJ Investment Counsel's IWV Position: Q2 2021 in Review

ZWJ Investment Counsel sold out of iShares Russell 3000 ETF (IWV) in Q2 2021, closing a stake of 1,311 shares — an estimated $311K sold.

ZWJ Investment Counsel first reported a position in IWV in Q1 2017 and held it in 2 quarters. The position peaked at $311K in Q1 2021. 587 funds tracked by Wall St. Rank hold IWV as of Q2 2021.

ZWJ Investment Counsel reported no remaining iShares Russell 3000 ETF position as of Q2 2021 after selling out during the quarter.
ZWJ Investment Counsel sold 1,311 iShares Russell 3000 ETF shares in Q2 2021, an estimated $311K.
ZWJ Investment Counsel first reported a position in iShares Russell 3000 ETF in Q1 2017 and held it in 2 quarters.
ZWJ Investment Counsel's iShares Russell 3000 ETF position peaked at $311K in Q1 2021.
587 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2021.

Based on ZWJ Investment Counsel's 13F filing for Q2 2021, filed 31 Mar 2022.