Allen Mooney & Barnes Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Allen Mooney & Barnes Investment 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
2025 Q2	–	Sell	-4,203	Closed	-$1.34M	–	157
2025 Q1	$1.34M	Hold	4,203	–	–	0.22%	65
2024 Q4	$1.4M	Hold	4,203	–	–	0.24%	59
2024 Q3	$1.37M	Sell	4,203 -4,131	-50%	-$1.3M	0.23%	61
2024 Q2	$2.57M	Hold	8,334	–	–	0.46%	47
2024 Q1	$2.47M	Hold	8,334	–	–	0.47%	49
2023 Q4	$2.28M	Hold	8,334	–	–	0.43%	50
2023 Q3	$2.04M	Hold	8,334	–	–	0.44%	53
2023 Q2	$2.12M	Buy	+8,334	New	+$2M	0.47%	49

Other funds holding IWV

SCM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's IWV Position: Q2 2025 in Review

Allen Mooney & Barnes Investment Advisors sold out of iShares Russell 3000 ETF (IWV) in Q2 2025, closing a stake of 4,203 shares — an estimated $1.34M sold.

Allen Mooney & Barnes Investment Advisors first reported a position in IWV in Q2 2023 and held it in 8 quarters. The position peaked at $2.57M in Q2 2024. 823 funds tracked by Wall St. Rank hold IWV as of Q2 2025.

Allen Mooney & Barnes Investment Advisors reported no remaining iShares Russell 3000 ETF position as of Q2 2025 after selling out during the quarter.
Allen Mooney & Barnes Investment Advisors sold 4,203 iShares Russell 3000 ETF shares in Q2 2025, an estimated $1.34M.
Allen Mooney & Barnes Investment Advisors first reported a position in iShares Russell 3000 ETF in Q2 2023 and held it in 8 quarters.
Allen Mooney & Barnes Investment Advisors's iShares Russell 3000 ETF position peaked at $2.57M in Q2 2024.
823 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2025.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.