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Stratos Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Stratos Wealth 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
2026
Q1 		$1.22M Sell
3,284
-4,251
-56% -$1.64M 0.07% 244
2025
Q4 		$2.92M Buy
7,535
+80
+1% +$30.7K 0.14% 159
2025
Q3 		$2.83M Sell
7,455
-26
-0.3% -$9.48K 0.14% 161
2025
Q2 		$2.63M Buy
7,481
+1,391
+23% +$452K 0.14% 150
2025
Q1 		$1.93M Sell
6,090
-329
-5% -$110K 0.11% 191
2024
Q4 		$2.15M Sell
6,419
-174
-3% -$58.6K 0.1% 203
2024
Q3 		$2.15M Buy
6,593
+121
+2% +$38.1K 0.1% 224
2024
Q2 		$2M Buy
6,472
+3,443
+114% +$1.03M 0.1% 206
2024
Q1 		$909K Sell
3,029
-728
-19% -$208K 0.05% 347
2023
Q4 		$1.03M Buy
3,757
+144
+4% +$36.7K 0.06% 320
2023
Q3 		$885K Sell
3,613
-431
-11% -$110K 0.06% 327
2023
Q2 		$1.03M Buy
4,044
+975
+32% +$234K 0.07% 300
2023
Q1 		$723K Buy
3,069
+129
+4% +$29.8K 0.06% 348
2022
Q4 		$649K Buy
2,940
+215
+8% +$47.8K 0.05% 360
2022
Q3 		$564K Buy
2,725
+183
+7% +$42.1K 0.06% 335
2022
Q2 		$553K Sell
2,542
-1,264
-33% -$299K 0.05% 346
2022
Q1 		$999K Buy
+3,806
New +$985K 0.08% 272

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
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

Stratos Wealth Advisors's IWV Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 56% in Q1 2026, selling an estimated $1.64M and leaving 3,284 shares worth $1.22M. The position accounts for 0.07% of the portfolio, ranked #244.

Stratos Wealth Advisors first reported a position in IWV in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.92M in Q4 2025. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Stratos Wealth Advisors held 3,284 shares of iShares Russell 3000 ETF worth $1.22M as of Q1 2026.
  • Stratos Wealth Advisors sold 4,251 iShares Russell 3000 ETF shares in Q1 2026, an estimated $1.64M.
  • iShares Russell 3000 ETF made up 0.07% of Stratos Wealth Advisors's portfolio in Q1 2026, its #244 holding.
  • Stratos Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q1 2022 and has held it in 17 quarters since.
  • Stratos Wealth Advisors's iShares Russell 3000 ETF position peaked at $2.92M in Q4 2025.
  • 867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.