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Wealthstream Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Wealthstream 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
2025
Q3 		$20.4M Hold
53,882
– – 3.09% 6
2025
Q2 		$18.9M Hold
53,882
– – 3.14% 6
2025
Q1 		$17.1M Sell
53,882
-133
-0.2% -$44.6K 3.2% 6
2024
Q4 		$18.1M Sell
54,015
-237
-0.4% -$79.8K 3.33% 6
2024
Q3 		$17.7M Sell
54,252
-358
-0.7% -$113K 3.22% 7
2024
Q2 		$16.9M Hold
54,610
– – 6.17% 5
2024
Q1 		$16.4M Sell
54,610
-1,762
-3% -$503K 6.22% 4
2023
Q4 		$15.4M Buy
56,372
+1,137
+2% +$290K 6.37% 5
2023
Q3 		$13.5M Hold
55,235
– – 6.99% 5
2023
Q2 		$14.1M Buy
55,235
+126
+0.2% +$30.3K 7.37% 5
2023
Q1 		$13M Buy
55,109
+95
+0.2% +$21.9K 7.75% 5
2022
Q4 		$12.1M Buy
55,014
+423
+0.8% +$94K 7.91% 5
2022
Q3 		$11.3M Buy
54,591
+161
+0.3% +$37K 12.14% 2
2022
Q2 		$11.8M Sell
54,430
-2,955
-5% -$700K 11.96% 2
2022
Q1 		$15.1M Sell
57,385
-298
-0.5% -$77.1K 13.17% 2
2021
Q4 		$16M Buy
+57,683
New +$15.6M 13.65% 2

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

Wealthstream Advisors's IWV Position: Q3 2025 in Review

Wealthstream Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q3 2025 at 53,882 shares worth $20.4M. The position accounts for 3.09% of the portfolio, ranked #6.

Wealthstream Advisors first reported a position in IWV in Q4 2021 and has held it in 16 quarters since. 824 funds tracked by Wall St. Rank hold IWV as of Q3 2025.

  • Wealthstream Advisors held 53,882 shares of iShares Russell 3000 ETF worth $20.4M as of Q3 2025.
  • Wealthstream Advisors left its iShares Russell 3000 ETF share count unchanged in Q3 2025.
  • iShares Russell 3000 ETF made up 3.09% of Wealthstream Advisors's portfolio in Q3 2025, its #6 holding.
  • Wealthstream Advisors first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 16 quarters since.
  • 824 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.