Schechter Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Schechter Investment 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	$1.18M	Buy	+3,716	New	+$1.25M	0.1%	204
2023 Q3	–	Sell	-1,392	Closed	-$354K	–	655
2023 Q2	$354K	Hold	1,392	–	–	0.03%	452
2023 Q1	$328K	Hold	1,392	–	–	0.03%	506
2022 Q4	$307K	Hold	1,392	–	–	0.03%	623
2022 Q3	$288K	Hold	1,392	–	–	0.03%	723
2022 Q2	$303K	Hold	1,392	–	–	0.03%	710
2022 Q1	$365K	Hold	1,392	–	–	0.03%	634
2021 Q4	$386K	Buy	+1,392	New	+$377K	0.03%	593

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Schechter Investment Advisors's IWV Position: Q1 2025 in Review

Schechter Investment Advisors opened a new position in iShares Russell 3000 ETF (IWV) in Q1 2025: 3,716 shares worth $1.18M. The stake represents 0.1% of the portfolio and ranks #204 among its holdings. This is a return to the name: Schechter Investment Advisors previously reported a position in IWV as recently as Q2 2023.

Schechter Investment Advisors first reported a position in IWV in Q4 2021 and has held it in 8 quarters since. 804 funds tracked by Wall St. Rank hold IWV as of Q1 2025.

Schechter Investment Advisors held 3,716 shares of iShares Russell 3000 ETF worth $1.18M as of Q1 2025.
iShares Russell 3000 ETF was a new Schechter Investment Advisors position in Q1 2025.
iShares Russell 3000 ETF made up 0.1% of Schechter Investment Advisors's portfolio in Q1 2025, its #204 holding.
Schechter Investment Advisors first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 8 quarters since.
804 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.