iShares Russell 3000 ETF (NYSEARCA:IWV) is Ariadne Wealth Management LP’s Largest Position

Ariadne Wealth Management LP cut its stake in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) by 2.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 41,547 shares of the company’s stock after selling 1,000 shares during the period. iShares Russell 3000 ETF accounts for about 6.7% of Ariadne Wealth Management LP’s portfolio, making the stock its biggest position. Ariadne Wealth Management LP’s holdings in iShares Russell 3000 ETF were worth $14,389,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also modified their holdings of the stock. Steward Partners Investment Advisory LLC grew its position in iShares Russell 3000 ETF by 0.8% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 4,032 shares of the company’s stock valued at $1,348,000 after acquiring an additional 32 shares during the last quarter. Grant GrossMendelsohn LLC increased its stake in iShares Russell 3000 ETF by 3.2% in the 4th quarter. Grant GrossMendelsohn LLC now owns 1,135 shares of the company’s stock worth $379,000 after buying an additional 35 shares during the period. Sunbelt Securities Inc. lifted its holdings in iShares Russell 3000 ETF by 36.0% during the 3rd quarter. Sunbelt Securities Inc. now owns 136 shares of the company’s stock valued at $44,000 after buying an additional 36 shares in the last quarter. Robertson Stephens Wealth Management LLC grew its stake in iShares Russell 3000 ETF by 3.4% in the 4th quarter. Robertson Stephens Wealth Management LLC now owns 1,167 shares of the company’s stock worth $390,000 after acquiring an additional 38 shares in the last quarter. Finally, Linscomb Wealth Inc. increased its position in shares of iShares Russell 3000 ETF by 3.1% during the fourth quarter. Linscomb Wealth Inc. now owns 1,375 shares of the company’s stock worth $460,000 after acquiring an additional 41 shares during the period.

iShares Russell 3000 ETF Stock Up 1.8 %

Shares of NYSEARCA:IWV opened at $326.95 on Tuesday. The business’s 50 day moving average is $337.03 and its 200 day moving average is $334.87. The stock has a market cap of $14.86 billion, a P/E ratio of 24.57 and a beta of 1.04. iShares Russell 3000 ETF has a 52-week low of $282.38 and a 52-week high of $350.23.

iShares Russell 3000 ETF Profile

iShares Russell 3000 ETF, formerly iShares Russell 3000 Index Fund (the Fund), is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the United States equity market, as represented by the Russell 3000 Index (the Index).