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Ashton Thomas Private Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

Ashton Thomas Private Wealth’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
2026
Q1 		$633K Sell
1,708
-7
-0.4% -$2.71K 0.02% 666
2025
Q4 		$663K Hold
1,715
– – 0.02% 595
2025
Q3 		$650K Buy
1,715
+32
+2% +$11.7K 0.02% 585
2025
Q2 		$591K Sell
1,683
-48
-3% -$15.6K 0.02% 539
2025
Q1 		$550K Sell
1,731
-118
-6% -$39.6K 0.02% 530
2024
Q4 		$618K Buy
1,849
+575
+45% +$194K 0.02% 487
2024
Q3 		$416K Sell
1,274
-15
-1% -$4.72K 0.02% 463
2024
Q2 		$398K Sell
1,289
-15
-1% -$4.48K 0.02% 460
2024
Q1 		$391K Sell
1,304
-24
-2% -$6.85K 0.02% 460
2023
Q4 		$364K Buy
1,328
+24
+2% +$6.12K 0.02% 469
2023
Q3 		$320K Sell
1,304
-49
-4% -$12.5K 0.02% 466
2023
Q2 		$344K Hold
1,353
– – 0.03% 461
2023
Q1 		$319K Sell
1,353
-21
-2% -$4.85K 0.03% 411
2022
Q4 		$303K Buy
1,374
+10
+0.7% +$2.22K 0.03% 394
2022
Q3 		$282K Hold
1,364
– – 0.03% 389
2022
Q2 		$297K Hold
1,364
– – 0.03% 379
2022
Q1 		$358K Hold
1,364
– – 0.03% 389
2021
Q4 		$379K Hold
1,364
– – 0.04% 358
2021
Q3 		$348K Hold
1,364
– – 0.05% 289
2021
Q2 		$349K Sell
1,364
-313
-19% -$78K 0.05% 279
2021
Q1 		$398K Buy
1,677
+41
+3% +$9.52K 0.07% 241
2020
Q4 		$366K Buy
1,636
+51
+3% +$10.7K 0.07% 254
2020
Q3 		$310K Buy
+1,585
New +$307K 0.08% 220

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ashton Thomas Private Wealth's IWV Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its iShares Russell 3000 ETF (IWV) stake by 0.41% in Q1 2026, selling an estimated $2.71K and leaving 1,708 shares worth $633K. The position accounts for 0.02% of the portfolio, ranked #666.

Ashton Thomas Private Wealth first reported a position in IWV in Q3 2020 and has held it in 23 quarters since. The position peaked at $663K in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Ashton Thomas Private Wealth held 1,708 shares of iShares Russell 3000 ETF worth $633K as of Q1 2026.
  • Ashton Thomas Private Wealth sold 7 iShares Russell 3000 ETF shares in Q1 2026, an estimated $2.71K.
  • iShares Russell 3000 ETF made up 0.02% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #666 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares Russell 3000 ETF in Q3 2020 and has held it in 23 quarters since.
  • Ashton Thomas Private Wealth's iShares Russell 3000 ETF position peaked at $663K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.