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

Morling 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
-1
Closed -$379 – 112
2025
Q3 		$379 Buy
+1
New +$365 ﹤0.01% 99

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

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

Morling Financial Advisors sold out of iShares Russell 3000 ETF (IWV) in Q4 2025, closing a stake of 1 share — an estimated $379 sold.

Morling Financial Advisors first reported a position in IWV in Q3 2025 and held it in 1 quarter. The position peaked at $379 in Q3 2025. 896 funds tracked by Wall St. Rank hold IWV as of Q4 2025.

  • Morling Financial Advisors reported no remaining iShares Russell 3000 ETF position as of Q4 2025 after selling out during the quarter.
  • Morling Financial Advisors sold 1 iShares Russell 3000 ETF share in Q4 2025, an estimated $379.
  • Morling Financial Advisors first reported a position in iShares Russell 3000 ETF in Q3 2025 and held it in 1 quarter.
  • Morling Financial Advisors's iShares Russell 3000 ETF position peaked at $379 in Q3 2025.
  • 896 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2025.

Based on Morling Financial Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.