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 $44,276. This represents 0.03% of its overall portfolio holdings.

Number of Shares
117
Previous 192 39.06%
Holding current value
$44,276
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
935
Shares Held
28.1M
Call Options Held
20.7K
Put Options Held
7.2K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
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