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Strategic Financial Concepts’s iShares Russell 3000 ETF IWV Stock Holding History

Strategic Financial Concepts’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 		– Sell
-716
Closed -$251K – 300
2025
Q2 		$251K Sell
716
-20
-3% -$6.5K 0.04% 225
2025
Q1 		$234K Hold
736
– – 0.04% 283
2024
Q4 		$246K Buy
736
+22
+3% +$7.41K 0.05% 284
2024
Q3 		$233K Buy
714
+691
+3,004% +$217K 0.07% 217
2024
Q2 		$7.2K Buy
+23
New +$6.86K ﹤0.01% 447

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 $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Strategic Financial Concepts's IWV Position: Q3 2025 in Review

Strategic Financial Concepts sold out of iShares Russell 3000 ETF (IWV) in Q3 2025, closing a stake of 716 shares — an estimated $251K sold.

Strategic Financial Concepts first reported a position in IWV in Q2 2024 and held it in 5 quarters. The position peaked at $251K in Q2 2025. 825 funds tracked by Wall St. Rank hold IWV as of Q3 2025.

  • Strategic Financial Concepts reported no remaining iShares Russell 3000 ETF position as of Q3 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 716 iShares Russell 3000 ETF shares in Q3 2025, an estimated $251K.
  • Strategic Financial Concepts first reported a position in iShares Russell 3000 ETF in Q2 2024 and held it in 5 quarters.
  • Strategic Financial Concepts's iShares Russell 3000 ETF position peaked at $251K in Q2 2025.
  • 825 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2025.

Based on Strategic Financial Concepts's 13F filing for Q3 2025, filed 13 Nov 2025.