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

Physician 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
Q1 		– Sell
-145
Closed -$48.5K – 1482
2024
Q4 		$48.5K Buy
+145
New +$48.8K 0.01% 350

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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
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
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
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Physician Wealth Advisors's IWV Position: Q1 2025 in Review

Physician Wealth Advisors sold out of iShares Russell 3000 ETF (IWV) in Q1 2025, closing a stake of 145 shares — an estimated $48.5K sold.

Physician Wealth Advisors first reported a position in IWV in Q4 2024 and held it in 1 quarter. The position peaked at $48.5K in Q4 2024. 804 funds tracked by Wall St. Rank hold IWV as of Q1 2025.

  • Physician Wealth Advisors reported no remaining iShares Russell 3000 ETF position as of Q1 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 145 iShares Russell 3000 ETF shares in Q1 2025, an estimated $48.5K.
  • Physician Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q4 2024 and held it in 1 quarter.
  • Physician Wealth Advisors's iShares Russell 3000 ETF position peaked at $48.5K in Q4 2024.
  • 804 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2025.

Based on Physician Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.