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

Stratos Wealth Partners’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
Q2 		$4.17M Sell
9,780
-203
-2% -$83.6K 0.04% 389
2026
Q1 		$3.7M Buy
9,983
+63
+0.6% +$24.4K 0.04% 396
2025
Q4 		$3.84M Sell
9,920
-987
-9% -$379K 0.04% 390
2025
Q3 		$4.13M Buy
10,907
+15
+0.1% +$5.47K 0.05% 362
2025
Q2 		$3.82M Sell
10,892
-319
-3% -$104K 0.05% 344
2025
Q1 		$3.56M Sell
11,211
-280
-2% -$93.9K 0.05% 322
2024
Q4 		$3.84M Buy
11,491
+566
+5% +$191K 0.05% 325
2024
Q3 		$3.57M Buy
10,925
+176
+2% +$55.4K 0.05% 334
2024
Q2 		$3.32M Buy
10,749
+61
+0.6% +$18.2K 0.05% 331
2024
Q1 		$3.21M Buy
10,688
+665
+7% +$190K 0.05% 331
2023
Q4 		$2.74M Buy
10,023
+1
+0% +$255 0.05% 336
2023
Q3 		$2.46M Sell
10,022
-69
-0.7% -$17.6K 0.05% 335
2023
Q2 		$2.57M Buy
10,091
+92
+0.9% +$22.1K 0.06% 298
2023
Q1 		$2.35M Sell
9,999
-256
-2% -$59.1K 0.06% 279
2022
Q4 		$2.26M Buy
10,255
+330
+3% +$73.3K 0.06% 320
2022
Q3 		$2.06M Buy
9,925
+7,435
+299% +$1.71M 0.06% 311
2022
Q2 		$541K Buy
2,490
+6
+0.2% +$1.42K 0.01% 702
2022
Q1 		$652K Buy
+2,484
New +$643K 0.01% 704
2018
Q4 		– Sell
-377
Closed -$65K – 1658
2018
Q3 		$65K Buy
+377
New +$63.9K ﹤0.01% 1339
2018
Q2 		– Sell
-384
Closed -$60K – 1781
2018
Q1 		$60K Sell
384
-29
-7% -$4.68K ﹤0.01% 1472
2017
Q4 		$65K Buy
+413
New +$63.7K ﹤0.01% 1393

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stratos Wealth Partners's IWV Position: Q2 2026 in Review

Stratos Wealth Partners reduced its iShares Russell 3000 ETF (IWV) stake by 2% in Q2 2026, selling an estimated $83.6K and leaving 9,780 shares worth $4.17M. The position accounts for 0.04% of the portfolio, ranked #389.

Stratos Wealth Partners first reported a position in IWV in Q4 2017 and has held it in 21 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Stratos Wealth Partners held 9,780 shares of iShares Russell 3000 ETF worth $4.17M as of Q2 2026.
  • Stratos Wealth Partners sold 203 iShares Russell 3000 ETF shares in Q2 2026, an estimated $83.6K.
  • iShares Russell 3000 ETF made up 0.04% of Stratos Wealth Partners's portfolio in Q2 2026, its #389 holding.
  • Stratos Wealth Partners first reported a position in iShares Russell 3000 ETF in Q4 2017 and has held it in 21 quarters since.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.