GWN Securities’s iShares Russell 3000 ETF IWV Stock Holding History

GWN Securities’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	-629	Closed	-$210K	–	560
2025 Q1	$210K	Sell	629 -106	-14%	-$35.5K	0.01%	667
2024 Q4	$256K	Buy	+735	New	+$247K	0.07%	281

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GWN Securities's IWV Position: Q2 2025 in Review

GWN Securities sold out of iShares Russell 3000 ETF (IWV) in Q2 2025, closing a stake of 629 shares — an estimated $210K sold.

GWN Securities first reported a position in IWV in Q4 2024 and held it in 2 quarters. The position peaked at $256K in Q4 2024. 823 funds tracked by Wall St. Rank hold IWV as of Q2 2025.

GWN Securities reported no remaining iShares Russell 3000 ETF position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 629 iShares Russell 3000 ETF shares in Q2 2025, an estimated $210K.
GWN Securities first reported a position in iShares Russell 3000 ETF in Q4 2024 and held it in 2 quarters.
GWN Securities's iShares Russell 3000 ETF position peaked at $256K in Q4 2024.
823 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.