Wealth Management Partners, LLC Ishares Russell 3000 ETF Transaction History

Wealth Management Partners, LLC

$291 Million
Q4 2025

A detailed history of Wealth Management Partners, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Wealth Management Partners, LLC holds 2,587 shares of IWV stock, worth $984,405. This represents 0.34% of its overall portfolio holdings.

Number of Shares

2,587

Previous 2,641 2.04%

Holding current value

$984,405

Previous $1 Million 1.6%

% of portfolio

0.34%

Previous 0.36%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$371.33 - $389.89 $20,051 - $21,054	-54 Reduced 2.04%	2,587 $984,000
Q3 2025 Oct 21, 2025	SELL	$351.04 - $379.81 $2,457 - $2,658	-7 Reduced 0.26%	2,641 $1 Million
Q2 2025 Jul 11, 2025	SELL	$281.67 - $351.0 $1,971 - $2,457	-7 Reduced 0.26%	2,648 $929,000
Q1 2025 Apr 10, 2025	SELL	$313.1 - $349.83 $2,817 - $3,148	-9 Reduced 0.34%	2,655 $838,000
Q4 2024 Jan 16, 2025	SELL	$323.08 - $349.08 $1,938 - $2,094	-6 Reduced 0.22%	2,664 $890,000

Q3 2024 Oct 21, 2024	SELL	$294.75 - $326.73 $1,179 - $1,306	-4 Reduced 0.15%	2,670 $872,000
Q2 2024 Jul 12, 2024	SELL	$283.16 - $309.9 $8,211 - $8,987	-29 Reduced 1.07%	2,674 $825,000
Q1 2024 Apr 12, 2024	SELL	$268.36 - $300.08 $2,683 - $3,000	-10 Reduced 0.37%	2,703 $811,000
Q4 2023 Jan 10, 2024	SELL	$234.36 - $274.87 $234 - $274	-1 Reduced 0.04%	2,713 $742,000
Q3 2023 Oct 24, 2023	SELL	$243.9 - $263.56 $6,097 - $6,589	-25 Reduced 0.91%	2,714 $665,000
Q1 2023 Apr 14, 2023	SELL	$218.83 - $242.18 $57,114 - $63,208	-261 Reduced 8.7%	2,739 $644,000
Q4 2021 Jan 19, 2022	BUY	$254.66 - $279.11 $35,907 - $39,354	141 Added 4.93%	3,000 $789,000
Q3 2021 Oct 29, 2021	SELL	$251.89 - $269.0 $4,785 - $5,111	-19 Reduced 0.66%	2,859 $729,000
Q2 2021 Jul 14, 2021	SELL	$240.32 - $256.01 $6,008 - $6,400	-25 Reduced 0.86%	2,878 $737,000
Q4 2020 Feb 04, 2021	BUY	$191.94 - $223.55 $557,201 - $648,965	2,903 New	2,903 $669,000

Others Institutions Holding IWV

# of Institutions

949

Shares Held

26.8M

Call Options Held

22K

Put Options Held

5.3K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

More about IWV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealth Management Partners, LLC with notifications on news.

Account

Wealth Management Partners, LLC Ishares Russell 3000 ETF Transaction History