Bordeaux Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Bordeaux Wealth Advisors’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	-737	Closed	-$246K	–	162
2024 Q4	$246K	Hold	737	–	–	0.04%	134
2024 Q3	$241K	Hold	737	–	–	0.04%	140
2024 Q2	$227K	Hold	737	–	–	0.04%	123
2024 Q1	$221K	Buy	+737	New	+$210K	0.07%	107
2022 Q1	–	Sell	-1,575	Closed	-$437K	–	95
2021 Q4	$437K	Buy	+1,575	New	+$427K	0.2%	68

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bordeaux Wealth Advisors's IWV Position: Q1 2025 in Review

Bordeaux Wealth Advisors sold out of iShares Russell 3000 ETF (IWV) in Q1 2025, closing a stake of 737 shares — an estimated $246K sold.

Bordeaux Wealth Advisors first reported a position in IWV in Q4 2021 and held it in 5 quarters. The position peaked at $437K in Q4 2021. 804 funds tracked by Wall St. Rank hold IWV as of Q1 2025.

Bordeaux Wealth Advisors reported no remaining iShares Russell 3000 ETF position as of Q1 2025 after selling out during the quarter.
Bordeaux Wealth Advisors sold 737 iShares Russell 3000 ETF shares in Q1 2025, an estimated $246K.
Bordeaux Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q4 2021 and held it in 5 quarters.
Bordeaux Wealth Advisors's iShares Russell 3000 ETF position peaked at $437K in Q4 2021.
804 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.