WBH Advisory’s iShares Russell 3000 ETF IWV Stock Holding History

WBH Advisory’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	-731	Closed	-$232K	–	348
2025 Q1	$232K	Buy	731 +117	+19%	+$39.2K	0.02%	301
2024 Q4	$205K	Hold	614	–	–	0.02%	314
2024 Q3	$200K	Buy	+614	New	+$193K	0.02%	321
2023 Q3	–	Sell	-810	Closed	-$206K	–	297
2023 Q2	$206K	Buy	+810	New	+$195K	0.02%	290
2022 Q3	$217K	Hold	1,050	–	–	0.03%	272
2022 Q2	$233K	Hold	1,050	–	–	0.03%	281
2022 Q1	$260K	Buy	1,050 +1	+0.1%	+$259	0.03%	275
2021 Q4	$291K	Sell	1,049 -49	-4%	-$13.3K	0.03%	270
2021 Q3	$280K	Hold	1,098	–	–	0.04%	253
2021 Q2	$287K	Buy	1,098 +1	+0.1%	+$249	0.04%	229
2021 Q1	$260K	Hold	1,097	–	–	0.04%	238
2020 Q4	$254K	Hold	1,097	–	–	0.04%	233
2020 Q3	$215K	Buy	+1,097	New	+$212K	0.04%	233
2020 Q1	–	Sell	-1,094	Closed	-$206K	–	228
2019 Q4	$206K	Buy	+1,094	New	+$197K	0.04%	235
2015 Q4	–	Sell	-1,935	Closed	-$220K	–	202
2015 Q3	$220K	Buy	1,935 +4	+0.2%	+$484	0.09%	176
2015 Q2	$239K	Sell	1,931 -46	-2%	-$5.79K	0.09%	176
2015 Q1	$238	Buy	1,977 +54	+3%	+$6.65K	0.07%	184
2014 Q4	$235K	Buy	1,923 +3	+0.2%	+$358	0.09%	180
2014 Q3	$224K	Buy	1,920 +4	+0.2%	+$471	0.08%	187
2014 Q2	$225K	Buy	1,916 +5	+0.3%	+$569	0.09%	194
2014 Q1	$214K	Sell	1,911 -471	-20%	-$52K	0.09%	197
2013 Q4	$263K	Buy	+2,382	New	+$253K	0.11%	172
2013 Q3	–	Sell	-2,365	Closed	-$228K	–	193
2013 Q2	$228K	Buy	+2,365	New	+$226K	0.11%	168

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WBH Advisory's IWV Position: Q2 2025 in Review

WBH Advisory sold out of iShares Russell 3000 ETF (IWV) in Q2 2025, closing a stake of 731 shares — an estimated $232K sold.

WBH Advisory first reported a position in IWV in Q2 2013 and held it in 23 quarters. The position peaked at $291K in Q4 2021. 823 funds tracked by Wall St. Rank hold IWV as of Q2 2025.

WBH Advisory reported no remaining iShares Russell 3000 ETF position as of Q2 2025 after selling out during the quarter.
WBH Advisory sold 731 iShares Russell 3000 ETF shares in Q2 2025, an estimated $232K.
WBH Advisory first reported a position in iShares Russell 3000 ETF in Q2 2013 and held it in 23 quarters.
WBH Advisory's iShares Russell 3000 ETF position peaked at $291K in Q4 2021.
823 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2025.

Based on WBH Advisory's 13F filing for Q2 2025, filed 30 Jul 2025.