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Lion Street Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Lion Street 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
Q3 		– Sell
-1,225
Closed -$430K – 298
2025
Q2 		$430K Hold
1,225
– – 0.13% 166
2025
Q1 		$389K Hold
1,225
– – 0.12% 171
2024
Q4 		$409K Hold
1,225
– – 0.13% 159
2024
Q3 		$400K Sell
1,225
-400
-25% -$126K 0.14% 163
2024
Q2 		$502K Buy
1,625
+275
+20% +$82.1K 0.19% 117
2024
Q1 		$370K Hold
1,350
– – 0.15% 147
2023
Q4 		$370K Buy
1,350
+450
+50% +$115K 0.15% 147
2023
Q3 		$221K Buy
+900
New +$230K 0.07% 228

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lion Street Advisors's IWV Position: Q3 2025 in Review

Lion Street Advisors sold out of iShares Russell 3000 ETF (IWV) in Q3 2025, closing a stake of 1,225 shares — an estimated $430K sold.

Lion Street Advisors first reported a position in IWV in Q3 2023 and held it in 8 quarters. The position peaked at $502K in Q2 2024. 824 funds tracked by Wall St. Rank hold IWV as of Q3 2025.

  • Lion Street Advisors reported no remaining iShares Russell 3000 ETF position as of Q3 2025 after selling out during the quarter.
  • Lion Street Advisors sold 1,225 iShares Russell 3000 ETF shares in Q3 2025, an estimated $430K.
  • Lion Street Advisors first reported a position in iShares Russell 3000 ETF in Q3 2023 and held it in 8 quarters.
  • Lion Street Advisors's iShares Russell 3000 ETF position peaked at $502K in Q2 2024.
  • 824 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.