First Horizon Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Buy |
49,127
+5,354
| +12% | +$1.74M | 0.45% | 77 |
|
|
2025
Q1 | $13.9M | Sell |
43,773
-14,643
| -25% | -$4.91M | 0.39% | 82 |
|
|
2024
Q4 | $19.5M | Buy |
58,416
+16,500
| +39% | +$5.55M | 0.55% | 61 |
|
|
2024
Q3 | $13.7M | Sell |
41,916
-728
| -2% | -$229K | 0.38% | 85 |
|
|
2024
Q2 | $13.2M | Buy |
42,644
+900
| +2% | +$269K | 0.4% | 81 |
|
|
2024
Q1 | $12.5M | Sell |
41,744
-18,453
| -31% | -$5.26M | 0.39% | 88 |
|
|
2023
Q4 | $16.5M | Buy |
60,197
+18,736
| +45% | +$4.78M | 0.55% | 59 |
|
|
2023
Q3 | $10.2M | Sell |
41,461
-3,521
| -8% | -$900K | 0.37% | 89 |
|
|
2023
Q2 | $11.4M | Buy |
44,982
+3,520
| +8% | +$846K | 0.4% | 80 |
|
|
2023
Q1 | $9.76M | Sell |
41,462
-18,431
| -31% | -$4.25M | 0.35% | 90 |
|
|
2022
Q4 | $13.2M | Buy |
59,893
+12,706
| +27% | +$2.82M | 0.49% | 64 |
|
|
2022
Q3 | $9.77M | Buy |
47,187
+3,198
| +7% | +$736K | 0.39% | 80 |
|
|
2022
Q2 | $9.56M | Hold |
43,989
| – | – | 0.34% | 93 |
|
|
2022
Q1 | $11.5M | Sell |
43,989
-6,370
| -13% | -$1.65M | 0.63% | 40 |
|
|
2021
Q4 | $14M | Buy |
50,359
+5,493
| +12% | +$1.49M | 0.42% | 71 |
|
|
2021
Q3 | $11.4M | Buy |
+44,866
| New | +$11.7M | 0.37% | 82 |
|
|
2021
Q1 | – | Sell |
-1,052
| Closed | -$235K | – | 1941 |
|
|
2020
Q4 | $235K | Buy |
1,052
+825
| +363% | +$173K | 0.02% | 310 |
|
|
2020
Q3 | $44K | Sell |
227
-643
| -74% | -$124K | ﹤0.01% | 573 |
|
|
2020
Q2 | $156K | Sell |
870
-3,170
| -78% | -$537K | 0.01% | 332 |
|
|
2020
Q1 | $599K | Sell |
4,040
-1,895
| -32% | -$337K | 0.06% | 182 |
|
|
2019
Q4 | $1.12M | Buy |
5,935
+5,841
| +6,214% | +$1.05M | 0.08% | 166 |
|
|
2019
Q3 | $16K | Buy |
+94
| New | +$16.3K | ﹤0.01% | 925 |
|
|
2019
Q1 | – | Sell |
-11,443
| Closed | -$1.68M | – | 1603 |
|
|
2018
Q4 | $1.68M | Sell |
11,443
-3,843
| -25% | -$611K | 0.15% | 140 |
|
|
2018
Q3 | $2.63M | Hold |
15,286
| – | – | 0.2% | 127 |
|
|
2018
Q2 | $2.48M | Hold |
15,286
| – | – | 0.21% | 125 |
|
|
2018
Q1 | $2.39M | Sell |
15,286
-583
| -4% | -$94.2K | 0.23% | 110 |
|
|
2017
Q4 | $2.51M | Buy |
15,869
+583
| +4% | +$89.9K | 0.24% | 106 |
|
|
2017
Q3 | $2.28M | Hold |
15,286
| – | – | 0.24% | 105 |
|
|
2017
Q2 | $2.2M | Hold |
15,286
| – | – | 0.24% | 108 |
|
|
2017
Q1 | $2.14M | Buy |
+15,286
| New | +$2.11M | 0.24% | 106 |
|
|
2016
Q1 | – | Sell |
-2,912
| Closed | -$350K | – | 1358 |
|
|
2015
Q4 | $350K | Buy |
+2,912
| New | +$354K | 0.06% | 207 |
|
Other funds holding IWV
SCM
UMC
First Horizon Advisors's IWV Position: Q2 2025 in Review
First Horizon Advisors increased its iShares Russell 3000 ETF (IWV) stake by 12% in Q2 2025, buying an estimated $1.74M and bringing the position to 49,127 shares worth $17.2M. The position accounts for 0.45% of the portfolio, ranked #77.
First Horizon Advisors first reported a position in IWV in Q4 2015 and has held it in 31 quarters since. The position peaked at $19.5M in Q4 2024. 823 funds tracked by Wall St. Rank hold IWV as of Q2 2025.
- First Horizon Advisors held 49,127 shares of iShares Russell 3000 ETF worth $17.2M as of Q2 2025.
- First Horizon Advisors bought 5,354 iShares Russell 3000 ETF shares in Q2 2025, an estimated $1.74M.
- iShares Russell 3000 ETF made up 0.45% of First Horizon Advisors's portfolio in Q2 2025, its #77 holding.
- First Horizon Advisors first reported a position in iShares Russell 3000 ETF in Q4 2015 and has held it in 31 quarters since.
- First Horizon Advisors's iShares Russell 3000 ETF position peaked at $19.5M in Q4 2024.
- 823 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2025.
Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.