LFA
IWV icon

LGT Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

LGT Financial 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
Q4 		– Sell
-2,018
Closed -$765K – 323
2025
Q3 		$765K Buy
2,018
+5
+0.2% +$1.82K 1.65% 15
2025
Q2 		$707K Buy
2,013
+5
+0.2% +$1.62K 1.79% 16
2025
Q1 		$638K Sell
2,008
-257
-11% -$86.2K 1.95% 14
2024
Q4 		$757K Buy
2,265
+7
+0.3% +$2.36K 1.67% 13
2024
Q3 		$738K Buy
2,258
+8
+0.4% +$2.52K 1.82% 14
2024
Q2 		$695K Sell
2,250
-1,080
-32% -$322K 1.47% 13
2024
Q1 		$1,000K Buy
3,330
+7
+0.2% +$2K 1.16% 15
2023
Q4 		$910K Sell
3,323
-187
-5% -$47.7K 1.11% 16
2023
Q3 		$860K Hold
3,510
– – 1.09% 14
2023
Q2 		$893K Buy
+3,510
New +$844K 0.95% 31
2023
Q1 		– Sell
-3,795
Closed -$838K – 151
2022
Q4 		$838K Buy
+3,795
New +$843K 0.99% 21

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

LGT Financial Advisors's IWV Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares Russell 3000 ETF (IWV) in Q4 2025, closing a stake of 2,018 shares — an estimated $765K sold.

LGT Financial Advisors first reported a position in IWV in Q4 2022 and held it in 11 quarters. The position peaked at $1,000K in Q1 2024. 898 funds tracked by Wall St. Rank hold IWV as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares Russell 3000 ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 2,018 iShares Russell 3000 ETF shares in Q4 2025, an estimated $765K.
  • LGT Financial Advisors first reported a position in iShares Russell 3000 ETF in Q4 2022 and held it in 11 quarters.
  • LGT Financial Advisors's iShares Russell 3000 ETF position peaked at $1,000K in Q1 2024.
  • 898 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.