Fiducient Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Fiducient 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 Q4	–	Sell	-8,375	Closed	-$3.17M	–	182
2025 Q3	$3.17M	Sell	8,375 -316	-4%	-$115K	0.37%	43
2025 Q2	$3.05M	Sell	8,691 -696	-7%	-$226K	0.37%	44
2025 Q1	$2.98M	Buy	9,387 +6,332	+207%	+$2.12M	0.37%	39
2024 Q4	$1.02M	Sell	3,055 -6,380	-68%	-$2.15M	0.13%	72
2024 Q3	$3.08M	Sell	9,435 -2,976	-24%	-$937K	0.36%	35
2024 Q2	$3.83M	Buy	+12,411	New	+$3.7M	0.53%	30

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fiducient Advisors's IWV Position: Q4 2025 in Review

Fiducient Advisors sold out of iShares Russell 3000 ETF (IWV) in Q4 2025, closing a stake of 8,375 shares — an estimated $3.17M sold.

Fiducient Advisors first reported a position in IWV in Q2 2024 and held it in 6 quarters. The position peaked at $3.83M in Q2 2024. 896 funds tracked by Wall St. Rank hold IWV as of Q4 2025.

Fiducient Advisors reported no remaining iShares Russell 3000 ETF position as of Q4 2025 after selling out during the quarter.
Fiducient Advisors sold 8,375 iShares Russell 3000 ETF shares in Q4 2025, an estimated $3.17M.
Fiducient Advisors first reported a position in iShares Russell 3000 ETF in Q2 2024 and held it in 6 quarters.
Fiducient Advisors's iShares Russell 3000 ETF position peaked at $3.83M in Q2 2024.
896 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2025.

Based on Fiducient Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.