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

Austin 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
2025
Q4 		– Sell
-555
Closed -$210K – 314
2025
Q3 		$210K Buy
+555
New +$202K 0.02% 283
2020
Q1 		– Sell
-1,178
Closed -$222K – 80
2019
Q4 		$222K Buy
+1,178
New +$212K 0.12% 75

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Austin Private Wealth's IWV Position: Q4 2025 in Review

Austin Private Wealth sold out of iShares Russell 3000 ETF (IWV) in Q4 2025, closing a stake of 555 shares — an estimated $210K sold.

Austin Private Wealth first reported a position in IWV in Q4 2019 and held it in 2 quarters. The position peaked at $222K in Q4 2019. 896 funds tracked by Wall St. Rank hold IWV as of Q4 2025.

  • Austin Private Wealth reported no remaining iShares Russell 3000 ETF position as of Q4 2025 after selling out during the quarter.
  • Austin Private Wealth sold 555 iShares Russell 3000 ETF shares in Q4 2025, an estimated $210K.
  • Austin Private Wealth first reported a position in iShares Russell 3000 ETF in Q4 2019 and held it in 2 quarters.
  • Austin Private Wealth's iShares Russell 3000 ETF position peaked at $222K in Q4 2019.
  • 896 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.