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Lowe Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Lowe Wealth 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 		$1.33M Sell
3,512
-273
-7% -$99.5K 0.49% 23
2025
Q2 		$1.33M Sell
3,785
-25
-0.7% -$8.12K 0.52% 20
2025
Q1 		$1.21M Buy
3,810
+30
+0.8% +$10.1K 0.51% 20
2024
Q4 		$1.26M Sell
3,780
-509
-12% -$171K 0.54% 19
2024
Q3 		$1.4M Sell
4,289
-327
-7% -$103K 0.6% 18
2024
Q2 		$1.42M Sell
4,616
-200
-4% -$59.7K 0.65% 18
2024
Q1 		$1.45M Sell
4,816
-50
-1% -$14.3K 0.67% 16
2023
Q4 		$1.33M Hold
4,866
– – 0.66% 17
2023
Q3 		$1.19M Hold
4,866
– – 0.63% 16
2023
Q2 		$1.24M Buy
4,866
+100
+2% +$24K 0.63% 18
2023
Q1 		$1.12M Sell
4,766
-180
-4% -$41.5K 0.6% 18
2022
Q4 		$1.09M Hold
4,946
– – 0.6% 19
2022
Q3 		$1.02M Hold
4,946
– – 0.6% 18
2022
Q2 		$1.07M Sell
4,946
-50
-1% -$11.8K 0.59% 19
2022
Q1 		$1.31M Sell
4,996
-60
-1% -$15.5K 0.59% 20
2021
Q4 		$1.4M Hold
5,056
– – 0.62% 19
2021
Q3 		$1.29M Sell
5,056
-200
-4% -$52.4K 0.61% 20
2021
Q2 		$1.34M Sell
5,256
-100
-2% -$24.9K 0.64% 17
2021
Q1 		$1.27M Sell
5,356
-779
-13% -$181K 0.64% 17
2020
Q4 		$1.37M Sell
6,135
-100
-2% -$21K 0.7% 16
2020
Q3 		$1.22M Hold
6,235
– – 0.68% 17
2020
Q2 		$1.12M Sell
6,235
-950
-13% -$161K 0.66% 16
2020
Q1 		$1.07M Sell
7,185
-695
-9% -$124K 0.75% 16
2019
Q4 		$1.49M Sell
7,880
-990
-11% -$178K 0.83% 19
2019
Q3 		$1.54M Sell
8,870
-442
-5% -$76.7K 0.92% 17
2019
Q2 		$1.6M Sell
9,312
-215
-2% -$36.5K 0.96% 17
2019
Q1 		$1.59M Sell
9,527
-301
-3% -$48.3K 0.96% 18
2018
Q4 		$1.44M Sell
9,828
-817
-8% -$130K 0.99% 16
2018
Q3 		$1.83M Sell
10,645
-300
-3% -$50.8K 1.09% 16
2018
Q2 		$1.78M Hold
10,945
– – 1.1% 16
2018
Q1 		$1.71M Sell
10,945
-85
-0.8% -$13.7K 1.07% 16
2017
Q4 		$1.75M Sell
11,030
-300
-3% -$46.3K 1.06% 17
2017
Q3 		$1.69M Sell
11,330
-65
-0.6% -$9.49K 1.06% 19
2017
Q2 		$1.64M Hold
11,395
– – 1.05% 19
2017
Q1 		$1.59M Sell
11,395
-100
-0.9% -$13.8K 1.05% 18
2016
Q4 		$1.53M Sell
11,495
-759
-6% -$98.4K 1.05% 18
2016
Q3 		$1.57M Sell
12,254
-1,250
-9% -$160K 1.06% 18
2016
Q2 		$1.68M Hold
13,504
– – 1.13% 19
2016
Q1 		$1.63M Sell
13,504
-30,924
-70% -$3.54M 1.12% 19
2015
Q4 		$5.34M Sell
44,428
-1,370
-3% -$167K 3.64% 9
2015
Q3 		$5.22M Sell
45,798
-1,894
-4% -$229K 3.95% 9
2015
Q2 		$5.91M Buy
47,692
+1,780
+4% +$224K 4% 10
2015
Q1 		$5.69M Buy
45,912
+338
+0.7% +$41.6K 3.86% 10
2014
Q4 		$5.57M Buy
+45,574
New +$5.44M 3.99% 10

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

Lowe Wealth Advisors's IWV Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 7.2% in Q3 2025, selling an estimated $99.5K and leaving 3,512 shares worth $1.33M. The position accounts for 0.49% of the portfolio, ranked #23.

Lowe Wealth Advisors first reported a position in IWV in Q4 2014 and has held it in 44 quarters since. The position peaked at $5.91M in Q2 2015. 824 funds tracked by Wall St. Rank hold IWV as of Q3 2025.

  • Lowe Wealth Advisors held 3,512 shares of iShares Russell 3000 ETF worth $1.33M as of Q3 2025.
  • Lowe Wealth Advisors sold 273 iShares Russell 3000 ETF shares in Q3 2025, an estimated $99.5K.
  • iShares Russell 3000 ETF made up 0.49% of Lowe Wealth Advisors's portfolio in Q3 2025, its #23 holding.
  • Lowe Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q4 2014 and has held it in 44 quarters since.
  • Lowe Wealth Advisors's iShares Russell 3000 ETF position peaked at $5.91M in Q2 2015.
  • 824 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.