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Stonebridge Financial Group (Pennsylvania)’s iShares Russell 3000 ETF IWV Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-50
Closed -$15.9K – 575
2025
Q1 		$15.9K Hold
50
– – ﹤0.01% 534
2024
Q4 		$16.7K Buy
+50
New +$16.8K ﹤0.01% 517

Other funds holding IWV

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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 $5.72T AUM 30.48% 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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s IWV Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of iShares Russell 3000 ETF (IWV) in Q2 2025, closing a stake of 50 shares — an estimated $15.9K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in IWV in Q4 2024 and held it in 2 quarters. The position peaked at $16.7K in Q4 2024. 823 funds tracked by Wall St. Rank hold IWV as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining iShares Russell 3000 ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 50 iShares Russell 3000 ETF shares in Q2 2025, an estimated $15.9K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares Russell 3000 ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s iShares Russell 3000 ETF position peaked at $16.7K in Q4 2024.
  • 823 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.