Optimum Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $133K | Hold |
350
| – | – | 0.05% | 224 |
|
|
2025
Q2 | $123K | Hold |
350
| – | – | 0.05% | 228 |
|
|
2025
Q1 | $111K | Sell |
350
-5
| -1% | -$1.68K | 0.05% | 226 |
|
|
2024
Q4 | $119K | Hold |
355
| – | – | 0.05% | 230 |
|
|
2024
Q3 | $116K | Hold |
355
| – | – | 0.05% | 249 |
|
|
2024
Q2 | $110K | Hold |
355
| – | – | 0.05% | 255 |
|
|
2024
Q1 | $107K | Hold |
355
| – | – | 0.05% | 263 |
|
|
2023
Q4 | $97.2K | Hold |
355
| – | – | 0.05% | 265 |
|
|
2023
Q3 | $87K | Hold |
355
| – | – | 0.04% | 284 |
|
|
2023
Q2 | $90.3K | Hold |
355
| – | – | 0.04% | 285 |
|
|
2023
Q1 | $83.6K | Hold |
355
| – | – | 0.04% | 299 |
|
|
2022
Q4 | $78.3K | Hold |
355
| – | – | 0.04% | 311 |
|
|
2022
Q3 | $73K | Hold |
355
| – | – | 0.04% | 324 |
|
|
2022
Q2 | $77K | Hold |
355
| – | – | 0.04% | 326 |
|
|
2022
Q1 | $93K | Hold |
355
| – | – | 0.04% | 330 |
|
|
2021
Q4 | $99K | Hold |
355
| – | – | 0.04% | 342 |
|
|
2021
Q3 | $90K | Hold |
355
| – | – | 0.04% | 348 |
|
|
2021
Q2 | $91K | Buy |
355
+15
| +4% | +$3.74K | 0.03% | 401 |
|
|
2021
Q1 | $81K | Hold |
340
| – | – | 0.02% | 412 |
|
|
2020
Q4 | $76K | Hold |
340
| – | – | 0.02% | 405 |
|
|
2020
Q3 | $67K | Hold |
340
| – | – | 0.02% | 396 |
|
|
2020
Q2 | $61K | Hold |
340
| – | – | 0.02% | 405 |
|
|
2020
Q1 | $50K | Sell |
340
-25
| -7% | -$4.45K | 0.02% | 427 |
|
|
2019
Q4 | $69K | Buy |
365
+25
| +7% | +$4.51K | 0.02% | 461 |
|
|
2019
Q3 | $59K | Hold |
340
| – | – | 0.02% | 480 |
|
|
2019
Q2 | $59K | Buy |
340
+255
| +300% | +$43.2K | 0.02% | 474 |
|
|
2019
Q1 | $14K | Sell |
85
-50
| -37% | -$8.03K | ﹤0.01% | 748 |
|
|
2018
Q4 | $20K | Sell |
135
-50
| -27% | -$7.94K | 0.01% | 651 |
|
|
2018
Q3 | $32K | Hold |
185
| – | – | 0.01% | 635 |
|
|
2018
Q2 | $30K | Hold |
185
| – | – | 0.01% | 647 |
|
|
2018
Q1 | $29K | Buy |
+185
| New | +$29.9K | 0.01% | 635 |
|
|
2015
Q1 | $12K | Buy |
100
+30
| +43% | +$3.69K | ﹤0.01% | 784 |
|
|
2014
Q4 | $9K | Hold |
70
| – | – | ﹤0.01% | 854 |
|
|
2014
Q3 | $8K | Buy |
70
+35
| +100% | +$4.12K | ﹤0.01% | 783 |
|
|
2014
Q2 | $4K | Buy |
+35
| New | +$3.98K | ﹤0.01% | 853 |
|
Other funds holding IWV
SCM
UMC
Optimum Investment Advisors's IWV Position: Q3 2025 in Review
Optimum Investment Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q3 2025 at 350 shares worth $133K. The position accounts for 0.05% of the portfolio, ranked #224.
Optimum Investment Advisors first reported a position in IWV in Q2 2014 and has held it in 35 quarters since. 824 funds tracked by Wall St. Rank hold IWV as of Q3 2025.
- Optimum Investment Advisors held 350 shares of iShares Russell 3000 ETF worth $133K as of Q3 2025.
- Optimum Investment Advisors left its iShares Russell 3000 ETF share count unchanged in Q3 2025.
- iShares Russell 3000 ETF made up 0.05% of Optimum Investment Advisors's portfolio in Q3 2025, its #224 holding.
- Optimum Investment Advisors first reported a position in iShares Russell 3000 ETF in Q2 2014 and has held it in 35 quarters since.
- 824 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.