Laurel Wealth Advisors (North Carolina)’s iShares Russell 3000 ETF IWV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2026 Q1	–	Sell	-165	Closed	-$63.8K	–	426
2025 Q4	$63.8K	Buy	+165	New	+$63.3K	0.01%	297
2025 Q2	–	Sell	-165	Closed	-$52.4K	–	440
2025 Q1	$52.4K	Hold	165	–	–	0.01%	307
2024 Q4	$55.2K	Hold	165	–	–	0.01%	299
2024 Q3	$53.9K	Hold	165	–	–	0.01%	304
2024 Q2	$50.9K	Hold	165	–	–	0.01%	288
2024 Q1	$49.5K	Hold	165	–	–	0.01%	298
2023 Q4	$45.2K	Hold	165	–	–	0.01%	285
2023 Q3	$40.4K	Hold	165	–	–	0.01%	292
2023 Q2	$42K	Hold	165	–	–	0.01%	303
2023 Q1	$38.8K	Hold	165	–	–	0.01%	308
2022 Q4	$36.4K	Hold	165	–	–	0.01%	285
2022 Q3	$34K	Hold	165	–	–	0.01%	289
2022 Q2	$36K	Sell	165 -295	-64%	-$69.9K	0.01%	285
2022 Q1	$121K	Hold	460	–	–	0.03%	206
2021 Q4	$128K	Sell	460 -100	-18%	-$27.1K	0.03%	201
2021 Q3	$143K	Buy	560 +395	+239%	+$103K	0.03%	188
2021 Q2	$42K	Hold	165	–	–	0.01%	295
2021 Q1	$39K	Hold	165	–	–	0.01%	289
2020 Q4	$37K	Hold	165	–	–	0.01%	282
2020 Q3	$32K	Hold	165	–	–	0.01%	277
2020 Q2	$30K	Hold	165	–	–	0.01%	272
2020 Q1	$24K	Hold	165	–	–	0.01%	277
2019 Q4	$31K	Hold	165	–	–	0.01%	287
2019 Q3	$29K	Hold	165	–	–	0.01%	286
2019 Q2	$28K	Hold	165	–	–	0.01%	289
2019 Q1	$28K	Hold	165	–	–	0.01%	281
2018 Q4	$24K	Buy	+165	New	+$26.2K	0.01%	282

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IWV Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares Russell 3000 ETF (IWV) in Q1 2026, closing a stake of 165 shares — an estimated $63.8K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IWV in Q4 2018 and held it in 27 quarters. The position peaked at $143K in Q3 2021. 868 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 165 iShares Russell 3000 ETF shares in Q1 2026, an estimated $63.8K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares Russell 3000 ETF in Q4 2018 and held it in 27 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares Russell 3000 ETF position peaked at $143K in Q3 2021.
868 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.