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Lokken Investment Group’s iShares Russell 3000 ETF IWV Stock Holding History

Lokken Investment 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
Q3 		$1.23M Sell
3,252
-77
-2% -$28.1K 0.42% 63
2025
Q2 		$1.17M Sell
3,329
-3,162
-49% -$1.03M 0.45% 61
2025
Q1 		$2.06M Sell
6,491
-148
-2% -$49.6K 0.87% 28
2024
Q4 		$2.22M Sell
6,639
-288
-4% -$97K 0.96% 27
2024
Q3 		$2.26M Sell
6,927
-50
-0.7% -$15.7K 0.94% 25
2024
Q2 		$2.15M Buy
6,977
+32
+0.5% +$9.55K 1.01% 25
2024
Q1 		$2.08M Buy
6,945
+17
+0.2% +$4.85K 1.04% 24
2023
Q4 		$1.9M Buy
6,928
+420
+6% +$107K 1.07% 24
2023
Q3 		$1.59M Buy
6,508
+585
+10% +$149K 1.05% 25
2023
Q2 		$1.51M Buy
5,923
+186
+3% +$44.7K 0.98% 27
2023
Q1 		$1.35M Buy
5,737
+226
+4% +$52.2K 1.03% 25
2022
Q4 		$1.22M Sell
5,511
-286
-5% -$63.6K 0.96% 27
2022
Q3 		$1.2M Buy
5,797
+34
+0.6% +$7.82K 1.03% 28
2022
Q2 		$1.25M Sell
5,763
-84
-1% -$19.9K 1.02% 26
2022
Q1 		$1.4M Sell
5,847
-321
-5% -$83.1K 1.11% 24
2021
Q4 		$1.71M Buy
6,168
+30
+0.5% +$8.13K 1.22% 21
2021
Q3 		$1.56M Buy
6,138
+344
+6% +$90.1K 1.24% 21
2021
Q2 		$1.48M Buy
5,794
+105
+2% +$26.2K 1.2% 21
2021
Q1 		$1.35M Sell
5,689
-41
-0.7% -$9.52K 1.19% 21
2020
Q4 		$1.28M Buy
+5,730
New +$1.2M 1.17% 22

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lokken Investment Group's IWV Position: Q3 2025 in Review

Lokken Investment Group reduced its iShares Russell 3000 ETF (IWV) stake by 2.3% in Q3 2025, selling an estimated $28.1K and leaving 3,252 shares worth $1.23M. The position accounts for 0.42% of the portfolio, ranked #63.

Lokken Investment Group first reported a position in IWV in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.26M in Q3 2024. 824 funds tracked by Wall St. Rank hold IWV as of Q3 2025.

  • Lokken Investment Group held 3,252 shares of iShares Russell 3000 ETF worth $1.23M as of Q3 2025.
  • Lokken Investment Group sold 77 iShares Russell 3000 ETF shares in Q3 2025, an estimated $28.1K.
  • iShares Russell 3000 ETF made up 0.42% of Lokken Investment Group's portfolio in Q3 2025, its #63 holding.
  • Lokken Investment Group first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 20 quarters since.
  • Lokken Investment Group's iShares Russell 3000 ETF position peaked at $2.26M in Q3 2024.
  • 824 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.