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

Burt 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 Q3	$517K	Hold	1,364	–	–	0.13%	68
2025 Q2	$479K	Hold	1,364	–	–	0.11%	70
2025 Q1	$433K	Hold	1,364	–	–	0.11%	66
2024 Q4	$456K	Sell	1,364 -343	-20%	-$115K	0.12%	67
2024 Q3	$558K	Hold	1,707	–	–	0.14%	59
2024 Q2	$527K	Hold	1,707	–	–	0.14%	57
2024 Q1	$512K	Hold	1,707	–	–	0.13%	64
2023 Q4	$467K	Hold	1,707	–	–	0.13%	60
2023 Q3	$418K	Hold	1,707	–	–	0.13%	59
2023 Q2	$434K	Hold	1,707	–	–	0.13%	62
2023 Q1	$402K	Hold	1,707	–	–	0.12%	64
2022 Q4	$377K	Hold	1,707	–	–	0.13%	69
2022 Q3	$353K	Hold	1,707	–	–	0.14%	56
2022 Q2	$371K	Hold	1,707	–	–	0.13%	59
2022 Q1	$448K	Buy	1,707 +583	+52%	+$151K	0.13%	56
2021 Q4	$312K	Sell	1,124 -30	-3%	-$8.13K	0.1%	69
2021 Q3	$294K	Hold	1,154	–	–	0.09%	74
2021 Q2	$295K	Hold	1,154	–	–	0.11%	70
2021 Q1	$274K	Hold	1,154	–	–	0.1%	74
2020 Q4	$258K	Sell	1,154 -46	-4%	-$9.66K	0.09%	75
2020 Q3	$235K	Hold	1,200	–	–	0.09%	72
2020 Q2	$216K	Hold	1,200	–	–	0.09%	72
2020 Q1	$178K	Hold	1,200	–	–	0.08%	81
2019 Q4	$226K	Hold	1,200	–	–	0.09%	75
2019 Q3	$209K	Hold	1,200	–	–	0.09%	80
2019 Q2	$207K	Hold	1,200	–	–	0.09%	78
2019 Q1	$200K	Hold	1,200	–	–	0.09%	81
2018 Q4	$176K	Hold	1,200	–	–	0.08%	88
2018 Q3	$207K	Hold	1,200	–	–	0.09%	81
2018 Q2	$195K	Hold	1,200	–	–	0.09%	77
2018 Q1	$188K	Hold	1,200	–	–	0.1%	77
2017 Q4	$190K	Hold	1,200	–	–	0.12%	78
2017 Q3	$179K	Hold	1,200	–	–	0.12%	76
2017 Q2	$172K	Hold	1,200	–	–	0.12%	78
2017 Q1	$168K	Hold	1,200	–	–	0.12%	73
2016 Q4	$160K	Hold	1,200	–	–	0.14%	83
2016 Q3	$153K	Hold	1,200	–	–	0.16%	73
2016 Q2	$148K	Hold	1,200	–	–	0.16%	74
2016 Q1	$145K	Sell	1,200 -1,200	-50%	-$137K	0.13%	77
2015 Q4	$158K	Buy	2,400 +1,200	+100%	+$146K	0.13%	78
2015 Q3	$136K	Hold	1,200	–	–	0.17%	70
2015 Q2	$149K	Buy	+1,200	New	+$151K	0.16%	72

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Burt Wealth Advisors's IWV Position: Q3 2025 in Review

Burt Wealth Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q3 2025 at 1,364 shares worth $517K. The position accounts for 0.13% of the portfolio, ranked #68.

Burt Wealth Advisors first reported a position in IWV in Q2 2015 and has held it in 42 quarters since. The position peaked at $558K in Q3 2024. 824 funds tracked by Wall St. Rank hold IWV as of Q3 2025.

Burt Wealth Advisors held 1,364 shares of iShares Russell 3000 ETF worth $517K as of Q3 2025.
Burt Wealth Advisors left its iShares Russell 3000 ETF share count unchanged in Q3 2025.
iShares Russell 3000 ETF made up 0.13% of Burt Wealth Advisors's portfolio in Q3 2025, its #68 holding.
Burt Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q2 2015 and has held it in 42 quarters since.
Burt Wealth Advisors's iShares Russell 3000 ETF position peaked at $558K in Q3 2024.
824 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.