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Estate Counselors’s iShares Russell 3000 ETF IWV Stock Holding History

Estate Counselors’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 		– Sell
-835
Closed -$265K – 105
2025
Q1 		$265K Sell
835
-5,280
-86% -$1.77M 0.03% 88
2024
Q4 		$2.04M Buy
6,115
+180
+3% +$60.6K 0.22% 54
2024
Q3 		$1.94M Sell
5,935
-1,965
-25% -$618K 0.2% 45
2024
Q2 		$2.44M Buy
7,900
+35
+0.4% +$10.4K 0.27% 34
2024
Q1 		$2.36M Sell
7,865
-11,265
-59% -$3.21M 0.27% 36
2023
Q4 		$5.24M Buy
19,130
+8,180
+75% +$2.09M 0.65% 34
2023
Q3 		$2.68M Sell
10,950
-1,815
-14% -$464K 0.36% 46
2023
Q2 		$3.25M Buy
12,765
+1,120
+10% +$269K 0.41% 43
2023
Q1 		$2.74M Sell
11,645
-78,015
-87% -$18M 0.36% 43
2022
Q4 		$19.8M Buy
+89,660
New +$19.9M 2.77% 11

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Estate Counselors's IWV Position: Q2 2025 in Review

Estate Counselors sold out of iShares Russell 3000 ETF (IWV) in Q2 2025, closing a stake of 835 shares — an estimated $265K sold.

Estate Counselors first reported a position in IWV in Q4 2022 and held it in 10 quarters. The position peaked at $19.8M in Q4 2022. 823 funds tracked by Wall St. Rank hold IWV as of Q2 2025.

  • Estate Counselors reported no remaining iShares Russell 3000 ETF position as of Q2 2025 after selling out during the quarter.
  • Estate Counselors sold 835 iShares Russell 3000 ETF shares in Q2 2025, an estimated $265K.
  • Estate Counselors first reported a position in iShares Russell 3000 ETF in Q4 2022 and held it in 10 quarters.
  • Estate Counselors's iShares Russell 3000 ETF position peaked at $19.8M in Q4 2022.
  • 823 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2025.

Based on Estate Counselors's 13F filing for Q2 2025, filed 11 Aug 2025.