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Symphony Financial’s iShares Russell 3000 ETF IWV Stock Holding History

Symphony Financial’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
-3,852
Closed -$1.36M – 281
2025
Q2 		$1.36M Buy
+3,852
New +$1.25M 0.18% 100
2024
Q4 		– Sell
-3,610
Closed -$1.18M – 234
2024
Q3 		$1.18M Buy
3,610
+77
+2% +$24.2K 0.19% 92
2024
Q2 		$1.09M Hold
3,533
– – 0.2% 86
2024
Q1 		$1.06M Hold
3,533
– – 0.25% 78
2023
Q4 		$962K Buy
+3,533
New +$901K 0.21% 86

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Symphony Financial's IWV Position: Q3 2025 in Review

Symphony Financial sold out of iShares Russell 3000 ETF (IWV) in Q3 2025, closing a stake of 3,852 shares — an estimated $1.36M sold.

Symphony Financial first reported a position in IWV in Q4 2023 and held it in 5 quarters. The position peaked at $1.36M in Q2 2025. 824 funds tracked by Wall St. Rank hold IWV as of Q3 2025.

  • Symphony Financial reported no remaining iShares Russell 3000 ETF position as of Q3 2025 after selling out during the quarter.
  • Symphony Financial sold 3,852 iShares Russell 3000 ETF shares in Q3 2025, an estimated $1.36M.
  • Symphony Financial first reported a position in iShares Russell 3000 ETF in Q4 2023 and held it in 5 quarters.
  • Symphony Financial's iShares Russell 3000 ETF position peaked at $1.36M in Q2 2025.
  • 824 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2025.

Based on Symphony Financial's 13F filing for Q3 2025, filed 31 Oct 2025.