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GGM Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

GGM Wealth 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
Q1 		$368K Buy
1,175
+40
+4% +$13.4K 0.2% 89
2024
Q4 		$379K Buy
1,135
+35
+3% +$11.8K 0.2% 90
2024
Q3 		$359K Hold
1,100
– – 0.15% 99
2024
Q2 		$340K Hold
1,100
– – 0.16% 97
2024
Q1 		$327K Hold
1,100
– – 0.15% 98
2023
Q4 		$307K Hold
1,100
– – 0.13% 115
2023
Q3 		$271K Hold
1,100
– – 0.12% 118
2023
Q2 		$280K Buy
+1,100
New +$265K 0.11% 118
2023
Q1 		– Sell
-1,100
Closed -$246K – 97
2022
Q4 		$246K Hold
1,100
– – 0.13% 115
2022
Q3 		$244K Hold
1,100
– – 0.13% 115
2022
Q2 		$242K Hold
1,100
– – 0.14% 116
2022
Q1 		$283K Buy
+1,100
New +$285K 0.14% 117

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GGM Wealth Advisors's IWV Position: Q1 2025 in Review

GGM Wealth Advisors increased its iShares Russell 3000 ETF (IWV) stake by 3.5% in Q1 2025, buying an estimated $13.4K and bringing the position to 1,175 shares worth $368K. The position accounts for 0.2% of the portfolio, ranked #89.

GGM Wealth Advisors first reported a position in IWV in Q1 2022 and has held it in 12 quarters since. The position peaked at $379K in Q4 2024. 804 funds tracked by Wall St. Rank hold IWV as of Q1 2025.

  • GGM Wealth Advisors held 1,175 shares of iShares Russell 3000 ETF worth $368K as of Q1 2025.
  • GGM Wealth Advisors bought 40 iShares Russell 3000 ETF shares in Q1 2025, an estimated $13.4K.
  • iShares Russell 3000 ETF made up 0.2% of GGM Wealth Advisors's portfolio in Q1 2025, its #89 holding.
  • GGM Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q1 2022 and has held it in 12 quarters since.
  • GGM Wealth Advisors's iShares Russell 3000 ETF position peaked at $379K in Q4 2024.
  • 804 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.