Activest Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Activest Wealth 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
2025 Q4	–	Sell	-73	Closed	-$27.7K	–	1228
2025 Q3	$27.7K	Hold	73	–	–	0.01%	328
2025 Q2	$25.6K	Hold	73	–	–	0.01%	283
2025 Q1	$23.2K	Hold	73	–	–	0.01%	274
2024 Q4	$24.4K	Hold	73	–	–	0.01%	233
2024 Q3	$23.9K	Hold	73	–	–	0.01%	234
2024 Q2	$22.5K	Hold	73	–	–	0.01%	232
2024 Q1	$21.9K	Hold	73	–	–	0.01%	170
2023 Q4	$20K	Hold	73	–	–	0.01%	145
2023 Q3	$17.9K	Buy	+73	New	+$18.7K	0.01%	140
2023 Q2	–	Sell	-73	Closed	-$16.9K	–	359
2023 Q1	$16.9K	Buy	+73	New	+$16.8K	0.01%	134
2022 Q3	–	Sell	-73	Closed	-$16K	–	538
2022 Q2	$16K	Hold	73	–	–	0.01%	171
2022 Q1	$19K	Sell	73 -3	-4%	-$777	0.01%	165
2021 Q4	$21K	Hold	76	–	–	0.01%	165
2021 Q3	$19K	Sell	76 -8	-10%	-$2.09K	0.01%	179
2021 Q2	$21K	Hold	84	–	–	0.02%	141
2021 Q1	$20K	Buy	+84	New	+$19.5K	0.02%	147

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Activest Wealth Management's IWV Position: Q4 2025 in Review

Activest Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q4 2025, closing a stake of 73 shares — an estimated $27.7K sold.

Activest Wealth Management first reported a position in IWV in Q1 2021 and held it in 16 quarters. The position peaked at $27.7K in Q3 2025. 898 funds tracked by Wall St. Rank hold IWV as of Q4 2025.

Activest Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q4 2025 after selling out during the quarter.
Activest Wealth Management sold 73 iShares Russell 3000 ETF shares in Q4 2025, an estimated $27.7K.
Activest Wealth Management first reported a position in iShares Russell 3000 ETF in Q1 2021 and held it in 16 quarters.
Activest Wealth Management's iShares Russell 3000 ETF position peaked at $27.7K in Q3 2025.
898 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2025.

Based on Activest Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.