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Financial Services Advisory’s iShares Russell 3000 ETF IWV Stock Holding History

Financial Services Advisory’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
-4,432
Closed -$1.41M – 55
2025
Q1 		$1.41M Sell
4,432
-7,951
-64% -$2.67M 0.53% 26
2024
Q4 		$4.14M Sell
12,383
-643
-5% -$216K 0.97% 21
2024
Q3 		$4.26M Buy
13,026
+2,393
+23% +$753K 1.03% 23
2024
Q2 		$3.28M Sell
10,633
-11,953
-53% -$3.57M 0.9% 22
2024
Q1 		$6.78M Buy
22,586
+2,317
+11% +$661K 1.69% 19
2023
Q4 		$5.55M Buy
+20,269
New +$5.17M 1.59% 20
2022
Q1 		– Sell
-119,099
Closed -$30.6M – 33
2021
Q4 		$30.6M Sell
119,099
-5,627
-5% -$1.52M 9.76% 1
2021
Q3 		$31.8M Sell
124,726
-7,898
-6% -$2.07M 10.78% 1
2021
Q2 		$33.9M Sell
132,624
-737
-0.6% -$184K 14.5% 1
2021
Q1 		$31.6M Sell
133,361
-2,358
-2% -$548K 14.37% 1
2020
Q4 		$30.3M Sell
135,719
-1,730
-1% -$363K 11.7% 1
2020
Q3 		$26.9M Sell
137,449
-7,435
-5% -$1.44M 19.4% 1
2020
Q2 		$26.1M Buy
+144,884
New +$24.5M 13.23% 1
2020
Q1 		– Sell
-21,907
Closed -$4.13M – 17
2019
Q4 		$4.13M Sell
21,907
-573
-3% -$103K 1.71% 17
2019
Q3 		$3.91M Sell
22,480
-1,362
-6% -$236K 2.59% 15
2019
Q2 		$4.11M Sell
23,842
-5,924
-20% -$1M 2.68% 13
2019
Q1 		$4.96M Buy
+29,766
New +$4.78M 4.28% 11
2018
Q1 		– Sell
-60,039
Closed -$9.5M – 23
2017
Q4 		$9.5M Buy
+60,039
New +$9.26M 6.99% 4

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Financial Services Advisory's IWV Position: Q2 2025 in Review

Financial Services Advisory sold out of iShares Russell 3000 ETF (IWV) in Q2 2025, closing a stake of 4,432 shares — an estimated $1.41M sold.

Financial Services Advisory first reported a position in IWV in Q4 2017 and held it in 18 quarters. The position peaked at $33.9M in Q2 2021. 823 funds tracked by Wall St. Rank hold IWV as of Q2 2025.

  • Financial Services Advisory reported no remaining iShares Russell 3000 ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Services Advisory sold 4,432 iShares Russell 3000 ETF shares in Q2 2025, an estimated $1.41M.
  • Financial Services Advisory first reported a position in iShares Russell 3000 ETF in Q4 2017 and held it in 18 quarters.
  • Financial Services Advisory's iShares Russell 3000 ETF position peaked at $33.9M in Q2 2021.
  • 823 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2025.

Based on Financial Services Advisory's 13F filing for Q2 2025, filed 21 Jul 2025.