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Financial Advocates Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History

Financial Advocates Investment 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 		– Sell
-1,356
Closed -$431K – 703
2025
Q1 		$431K Hold
1,356
– – 0.03% 457
2024
Q4 		$453K Hold
1,356
– – 0.03% 483
2024
Q3 		$443K Sell
1,356
-15
-1% -$4.72K 0.03% 492
2024
Q2 		$423K Hold
1,371
– – 0.03% 473
2024
Q1 		$412K Sell
1,371
-35
-2% -$9.98K 0.02% 498
2023
Q4 		$385K Buy
1,406
+20
+1% +$5.1K 0.03% 485
2023
Q3 		$340K Hold
1,386
– – 0.02% 495
2023
Q2 		$353K Hold
1,386
– – 0.03% 477
2023
Q1 		$326K Hold
1,386
– – 0.02% 530
2022
Q4 		$306K Hold
1,386
– – 0.02% 563
2022
Q3 		$287K Buy
1,386
+1
+0.1% +$230 0.02% 559
2022
Q2 		$301K Sell
1,385
-119
-8% -$28.2K 0.02% 506
2022
Q1 		$394K Sell
1,504
-31
-2% -$8.03K 0.03% 504
2021
Q4 		$426K Buy
1,535
+12
+0.8% +$3.25K 0.03% 528
2021
Q3 		$388K Sell
1,523
-24
-2% -$6.28K 0.03% 541
2021
Q2 		$373K Buy
1,547
+44
+3% +$11K 0.02% 552
2021
Q1 		$356K Buy
1,503
+52
+4% +$12.1K 0.03% 564
2020
Q4 		$332K Sell
1,451
-2,350
-62% -$494K 0.02% 541
2020
Q3 		$465K Buy
3,801
+2,405
+172% +$465K 0.04% 385
2020
Q2 		$251K Hold
1,396
– – 0.02% 505
2020
Q1 		$207K Sell
1,396
-555
-28% -$98.8K 0.03% 430
2019
Q4 		$368K Sell
1,951
-26
-1% -$4.69K 0.04% 367
2019
Q3 		$343K Hold
1,977
– – 0.04% 358
2019
Q2 		$341K Hold
1,977
– – 0.04% 355
2019
Q1 		$330K Buy
1,977
+1
+0.1% +$160 0.04% 347
2018
Q4 		$291K Sell
1,976
-510
-21% -$81K 0.04% 342
2018
Q3 		$428K Sell
2,486
-49
-2% -$8.3K 0.05% 315
2018
Q2 		$412K Buy
2,535
+1,035
+69% +$166K 0.05% 298
2018
Q1 		$235K Buy
1,500
+30
+2% +$4.85K 0.03% 420
2017
Q4 		$233K Buy
+1,470
New +$227K 0.03% 416

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 $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T 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 $432B AUM 30.22% 1-Year Est. Return

Financial Advocates Investment Management's IWV Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of iShares Russell 3000 ETF (IWV) in Q2 2025, closing a stake of 1,356 shares — an estimated $431K sold.

Financial Advocates Investment Management first reported a position in IWV in Q4 2017 and held it in 30 quarters. The position peaked at $465K in Q3 2020. 823 funds tracked by Wall St. Rank hold IWV as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining iShares Russell 3000 ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,356 iShares Russell 3000 ETF shares in Q2 2025, an estimated $431K.
  • Financial Advocates Investment Management first reported a position in iShares Russell 3000 ETF in Q4 2017 and held it in 30 quarters.
  • Financial Advocates Investment Management's iShares Russell 3000 ETF position peaked at $465K in Q3 2020.
  • 823 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.