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Retirement Income Solutions’s iShares Russell 3000 ETF IWV Stock Holding History

Retirement Income Solutions’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
-924
Closed -$309K – 151
2024
Q4 		$309K Hold
924
– – 0.06% 109
2024
Q3 		$302K Hold
924
– – 0.07% 103
2024
Q2 		$285K Hold
924
– – 0.07% 105
2024
Q1 		$277K Hold
924
– – 0.06% 114
2023
Q4 		$253K Buy
+924
New +$236K 0.06% 118

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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
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
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
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Retirement Income Solutions's IWV Position: Q1 2025 in Review

Retirement Income Solutions sold out of iShares Russell 3000 ETF (IWV) in Q1 2025, closing a stake of 924 shares — an estimated $309K sold.

Retirement Income Solutions first reported a position in IWV in Q4 2023 and held it in 5 quarters. The position peaked at $309K in Q4 2024. 806 funds tracked by Wall St. Rank hold IWV as of Q1 2025.

  • Retirement Income Solutions reported no remaining iShares Russell 3000 ETF position as of Q1 2025 after selling out during the quarter.
  • Retirement Income Solutions sold 924 iShares Russell 3000 ETF shares in Q1 2025, an estimated $309K.
  • Retirement Income Solutions first reported a position in iShares Russell 3000 ETF in Q4 2023 and held it in 5 quarters.
  • Retirement Income Solutions's iShares Russell 3000 ETF position peaked at $309K in Q4 2024.
  • 806 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2025.

Based on Retirement Income Solutions's 13F filing for Q1 2025, filed 6 May 2025.