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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 $10.6B AUM 19.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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. 825 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.
  • 825 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.