Congress Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Congress Wealth Management’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	$1.99M	Buy	5,659 +1,574	+39%	+$511K	0.02%	558
2025 Q1	$1.3M	Buy	4,085 +2	+0%	+$671	0.02%	571
2024 Q4	$1.36M	Sell	4,083 -1,100	-21%	-$370K	0.02%	467
2024 Q3	$1.69M	Buy	5,183 +2,335	+82%	+$735K	0.02%	449
2024 Q2	$879K	Buy	+2,848	New	+$850K	0.01%	451
2024 Q1	–	Sell	-1,540	Closed	-$422K	–	612
2023 Q4	$422K	Sell	1,540 -2,368	-61%	-$604K	0.01%	488
2023 Q3	$958K	Buy	3,908 +2,893	+285%	+$739K	0.02%	382
2023 Q2	$258K	Hold	1,015	–	–	0.01%	503
2023 Q1	$239K	Sell	1,015 -1,435	-59%	-$331K	0.01%	516
2022 Q4	$541K	Buy	2,450 +435	+22%	+$96.7K	0.01%	395
2022 Q3	$418K	Buy	2,015 +60	+3%	+$13.8K	0.01%	427
2022 Q2	$425K	Buy	1,955 +940	+93%	+$223K	0.01%	429
2022 Q1	$266K	Sell	1,015 -3,505	-78%	-$907K	0.01%	535
2021 Q4	$1.25M	Buy	+4,520	New	+$1.22M	0.03%	348

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

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

BlackRock New York $6.73T AUM 46.02% 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

Congress Wealth Management's IWV Position: Q2 2025 in Review

Congress Wealth Management increased its iShares Russell 3000 ETF (IWV) stake by 39% in Q2 2025, buying an estimated $511K and bringing the position to 5,659 shares worth $1.99M. The position accounts for 0.02% of the portfolio, ranked #558.

Congress Wealth Management first reported a position in IWV in Q4 2021 and has held it in 14 quarters since. 824 funds tracked by Wall St. Rank hold IWV as of Q2 2025.

Congress Wealth Management held 5,659 shares of iShares Russell 3000 ETF worth $1.99M as of Q2 2025.
Congress Wealth Management bought 1,574 iShares Russell 3000 ETF shares in Q2 2025, an estimated $511K.
iShares Russell 3000 ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #558 holding.
Congress Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 14 quarters since.
824 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.