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 $10.6B AUM 19.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Avestar Capital's IWV Position: Q1 2025 in Review

Avestar Capital sold out of iShares Russell 3000 ETF (IWV) in Q1 2025, closing a stake of 3,128 shares — an estimated $1.05M sold.

Avestar Capital first reported a position in IWV in Q4 2018 and held it in 8 quarters. The position peaked at $1.32M in Q3 2024. 806 funds tracked by Wall St. Rank hold IWV as of Q1 2025.

Avestar Capital reported no remaining iShares Russell 3000 ETF position as of Q1 2025 after selling out during the quarter.
Avestar Capital sold 3,128 iShares Russell 3000 ETF shares in Q1 2025, an estimated $1.05M.
Avestar Capital first reported a position in iShares Russell 3000 ETF in Q4 2018 and held it in 8 quarters.
Avestar Capital's iShares Russell 3000 ETF position peaked at $1.32M in Q3 2024.
806 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2025.

Based on Avestar Capital's 13F filing for Q1 2025, filed 14 May 2025.