Copia Wealth Management Ishares Russell 3000 ETF Transaction History

Copia Wealth Management

  • $135 Billion
  • Q3 2025

A detailed history of Copia Wealth Management transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Copia Wealth Management holds 117 shares of IWV stock, worth $44,520. This represents 0.03% of its overall portfolio holdings.

Number of Shares
117
Previous 192 39.06%
Holding current value
$44,520
Previous $67.4 Million 34.21%
% of portfolio
0.03%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$351.04 - $379.81 $26,328 - $28,485
-75 Reduced 39.06%
117 $44.3 Million
Q4 2024

Mar 06, 2025
BUY
$323.08 - $349.08 $62,031 - $67,023
192 New
192 $64.2 Million

Others Institutions Holding IWV

# of Institutions
945
Shares Held
26.8M
Call Options Held
22K
Put Options Held
5.3K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
Track This Portfolio

Track Copia Wealth Management Portfolio

Follow Copia Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Copia Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Copia Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email