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GPS Wealth Strategies Group’s iShares Russell 3000 ETF IWV Stock Holding History

GPS Wealth Strategies Group’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
-753
Closed -$285K – 1080
2025
Q3 		$285K Sell
753
-71
-9% -$25.9K 0.03% 273
2025
Q2 		$289K Sell
824
-51
-6% -$16.6K 0.03% 259
2025
Q1 		$278K Buy
875
+81
+10% +$27.2K 0.04% 256
2024
Q4 		$266K Sell
794
-34
-4% -$11.4K 0.03% 253
2024
Q3 		$271K Buy
828
+7
+0.9% +$2.2K 0.04% 255
2024
Q2 		$253K Buy
821
+38
+5% +$11.3K 0.04% 229
2024
Q1 		$235K Sell
783
-113
-13% -$32.2K 0.04% 226
2023
Q4 		$245K Buy
896
+11
+1% +$2.81K 0.04% 225
2023
Q3 		$217K Hold
885
– – 0.04% 231
2023
Q2 		$225K Buy
885
+126
+17% +$30.3K 0.04% 232
2023
Q1 		$179K Buy
+759
New +$175K 0.04% 252
2022
Q4 		– Sell
-562
Closed -$116K – 619
2022
Q3 		$116K Hold
562
– – 0.03% 277
2022
Q2 		$122K Hold
562
– – 0.03% 279
2022
Q1 		$147K Buy
562
+443
+372% +$115K 0.03% 251
2021
Q4 		$33K Hold
119
– – 0.01% 493
2021
Q3 		$30K Hold
119
– – 0.01% 497
2021
Q2 		$30K Hold
119
– – 0.01% 514
2021
Q1 		$28K Buy
+119
New +$27.6K 0.01% 483

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GPS Wealth Strategies Group's IWV Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares Russell 3000 ETF (IWV) in Q4 2025, closing a stake of 753 shares — an estimated $285K sold.

GPS Wealth Strategies Group first reported a position in IWV in Q1 2021 and held it in 18 quarters. The position peaked at $289K in Q2 2025. 896 funds tracked by Wall St. Rank hold IWV as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining iShares Russell 3000 ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 753 iShares Russell 3000 ETF shares in Q4 2025, an estimated $285K.
  • GPS Wealth Strategies Group first reported a position in iShares Russell 3000 ETF in Q1 2021 and held it in 18 quarters.
  • GPS Wealth Strategies Group's iShares Russell 3000 ETF position peaked at $289K in Q2 2025.
  • 896 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.