AC
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Avestar Capital’s iShares Russell 3000 ETF IWV Stock Holding History

Avestar Capital’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
Q1 		– Sell
-3,128
Closed -$1.05M – 519
2024
Q4 		$1.05M Sell
3,128
-924
-23% -$311K 0.09% 167
2024
Q3 		$1.32M Buy
4,052
+924
+30% +$291K 0.14% 126
2024
Q2 		$966K Hold
3,128
– – 0.1% 155
2024
Q1 		$939K Hold
3,128
– – 0.1% 161
2023
Q4 		$856K Buy
+3,128
New +$798K 0.1% 134
2019
Q3 		– Sell
-12
Closed -$2K – 513
2019
Q2 		$2K Hold
12
– – ﹤0.01% 688
2019
Q1 		$2K Hold
12
– – ﹤0.01% 663
2018
Q4 		$1K Buy
+12
New +$1.91K ﹤0.01% 737

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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
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
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
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return