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Signature Estate & Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Signature Estate & 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
Q2 		– Sell
-721
Closed -$229K – 587
2025
Q1 		$229K Buy
+721
New +$242K 0.01% 501
2023
Q1 		– Sell
-41,390
Closed -$9.13M – 186
2022
Q4 		$9.13M Buy
+41,390
New +$9.2M 0.33% 47
2014
Q1 		– Sell
-2,475
Closed -$274K – 63
2013
Q4 		$274K Buy
+2,475
New +$263K 0.14% 49

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Signature Estate & Investment Advisors's IWV Position: Q2 2025 in Review

Signature Estate & Investment Advisors sold out of iShares Russell 3000 ETF (IWV) in Q2 2025, closing a stake of 721 shares — an estimated $229K sold.

Signature Estate & Investment Advisors first reported a position in IWV in Q4 2013 and held it in 3 quarters. The position peaked at $9.13M in Q4 2022. 823 funds tracked by Wall St. Rank hold IWV as of Q2 2025.

  • Signature Estate & Investment Advisors reported no remaining iShares Russell 3000 ETF position as of Q2 2025 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 721 iShares Russell 3000 ETF shares in Q2 2025, an estimated $229K.
  • Signature Estate & Investment Advisors first reported a position in iShares Russell 3000 ETF in Q4 2013 and held it in 3 quarters.
  • Signature Estate & Investment Advisors's iShares Russell 3000 ETF position peaked at $9.13M in Q4 2022.
  • 823 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.