CWP
IWV icon

Cyndeo Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Cyndeo Wealth Partners’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 		– Sell
-2,305
Closed -$809K – 490
2025
Q2 		$809K Hold
2,305
– – 0.05% 251
2025
Q1 		$732K Hold
2,305
– – 0.05% 251
2024
Q4 		$770K Hold
2,305
– – 0.05% 245
2024
Q3 		$753K Hold
2,305
– – 0.05% 252
2024
Q2 		$711K Buy
+2,305
New +$688K 0.06% 239

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cyndeo Wealth Partners's IWV Position: Q3 2025 in Review

Cyndeo Wealth Partners sold out of iShares Russell 3000 ETF (IWV) in Q3 2025, closing a stake of 2,305 shares — an estimated $809K sold.

Cyndeo Wealth Partners first reported a position in IWV in Q2 2024 and held it in 5 quarters. The position peaked at $809K in Q2 2025. 824 funds tracked by Wall St. Rank hold IWV as of Q3 2025.

  • Cyndeo Wealth Partners reported no remaining iShares Russell 3000 ETF position as of Q3 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 2,305 iShares Russell 3000 ETF shares in Q3 2025, an estimated $809K.
  • Cyndeo Wealth Partners first reported a position in iShares Russell 3000 ETF in Q2 2024 and held it in 5 quarters.
  • Cyndeo Wealth Partners's iShares Russell 3000 ETF position peaked at $809K in Q2 2025.
  • 824 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2025, filed 10 Oct 2025.