Sterling Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

Sterling Financial Group’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 Q3	$1.77M	Hold	4,670	–	–	0.56%	25
2025 Q2	$1.64M	Hold	4,670	–	–	0.55%	27
2025 Q1	$1.48M	Hold	4,670	–	–	0.53%	28
2024 Q4	$1.56M	Hold	4,670	–	–	0.58%	27
2024 Q3	$1.53M	Sell	4,670 -330	-7%	-$104K	0.65%	23
2024 Q2	$1.54M	Hold	5,000	–	–	0.7%	19
2024 Q1	$1.5M	Hold	5,000	–	–	0.71%	18
2023 Q4	$1.37M	Hold	5,000	–	–	0.81%	17
2023 Q3	$1.23M	Hold	5,000	–	–	0.77%	17
2023 Q2	$1.27M	Hold	5,000	–	–	0.84%	16
2023 Q1	$1.1M	Hold	5,000	–	–	0.85%	20
2022 Q4	$1.1M	Buy	+5,000	New	+$1.11M	0.85%	20

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sterling Financial Group's IWV Position: Q3 2025 in Review

Sterling Financial Group held its iShares Russell 3000 ETF (IWV) position steady in Q3 2025 at 4,670 shares worth $1.77M. The position accounts for 0.56% of the portfolio, ranked #25.

Sterling Financial Group first reported a position in IWV in Q4 2022 and has held it in 12 quarters since. 824 funds tracked by Wall St. Rank hold IWV as of Q3 2025.

Sterling Financial Group held 4,670 shares of iShares Russell 3000 ETF worth $1.77M as of Q3 2025.
Sterling Financial Group left its iShares Russell 3000 ETF share count unchanged in Q3 2025.
iShares Russell 3000 ETF made up 0.56% of Sterling Financial Group's portfolio in Q3 2025, its #25 holding.
Sterling Financial Group first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 12 quarters since.
824 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.