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Avantax Advisory Services’s iShares Russell 3000 ETF IWV Stock Holding History

Avantax Advisory Services’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 		$30.7M Sell
87,409
-164
-0.2% -$53.3K 0.17% 92
2025
Q1 		$27.8M Buy
87,573
+27,623
+46% +$9.26M 0.17% 94
2024
Q4 		$20M Buy
59,950
+7,691
+15% +$2.59M 0.13% 124
2024
Q3 		$17.1M Sell
52,259
-23
-0% -$7.24K 0.11% 145
2024
Q2 		$16.1M Buy
52,282
+49,822
+2,025% +$14.9M 0.12% 137
2024
Q1 		$738K Buy
2,460
+718
+41% +$205K 0.01% 873
2023
Q4 		$477K Buy
1,742
+333
+24% +$84.9K ﹤0.01% 1014
2023
Q3 		$345K Sell
1,409
-4
-0.3% -$1.02K ﹤0.01% 1115
2023
Q2 		$360K Sell
1,413
-210
-13% -$50.5K ﹤0.01% 1087
2023
Q1 		$382K Sell
1,623
-386
-19% -$89.1K ﹤0.01% 1027
2022
Q4 		$443K Sell
2,009
-42
-2% -$9.33K 0.01% 920
2022
Q3 		$425K Sell
2,051
-610
-23% -$140K 0.01% 849
2022
Q2 		$578K Buy
2,661
+5
+0.2% +$1.18K 0.01% 726
2022
Q1 		$696K Buy
2,656
+492
+23% +$127K 0.01% 662
2021
Q4 		$600K Buy
2,164
+83
+4% +$22.5K 0.01% 701
2021
Q3 		$532K Buy
+2,081
New +$545K 0.01% 702
2020
Q4 		– Sell
-5,913
Closed -$1.16M – 1144
2020
Q3 		$1.16M Buy
5,913
+4,319
+271% +$836K 0.02% 501
2020
Q2 		$288K Sell
1,594
-192
-11% -$32.5K 0.01% 651
2020
Q1 		$266K Sell
1,786
-479
-21% -$85.2K 0.01% 622
2019
Q4 		$426K Buy
2,265
+330
+17% +$59.5K 0.01% 521
2019
Q3 		$336K Buy
1,935
+7
+0.4% +$1.21K 0.01% 411
2019
Q2 		$332K Sell
1,928
-140
-7% -$23.7K 0.01% 378
2019
Q1 		$345K Buy
2,068
+109
+6% +$17.5K 0.02% 329
2018
Q4 		$288K Buy
+1,959
New +$311K 0.05% 302

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avantax Advisory Services's IWV Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares Russell 3000 ETF (IWV) stake by 0.19% in Q2 2025, selling an estimated $53.3K and leaving 87,409 shares worth $30.7M. The position accounts for 0.17% of the portfolio, ranked #92.

Avantax Advisory Services first reported a position in IWV in Q4 2018 and has held it in 24 quarters since. 823 funds tracked by Wall St. Rank hold IWV as of Q2 2025.

  • Avantax Advisory Services held 87,409 shares of iShares Russell 3000 ETF worth $30.7M as of Q2 2025.
  • Avantax Advisory Services sold 164 iShares Russell 3000 ETF shares in Q2 2025, an estimated $53.3K.
  • iShares Russell 3000 ETF made up 0.17% of Avantax Advisory Services's portfolio in Q2 2025, its #92 holding.
  • Avantax Advisory Services first reported a position in iShares Russell 3000 ETF in Q4 2018 and has held it in 24 quarters since.
  • 823 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.