Core Wealth Management, Inc. Ishares Russell 3000 ETF Transaction History

Core Wealth Management, Inc.

$321 Billion
Q4 2025

A detailed history of Core Wealth Management, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Core Wealth Management, Inc. holds 1,364 shares of IWV stock, worth $519,029. This represents 0.16% of its overall portfolio holdings.

Number of Shares

1,364

Previous 1,377 0.94%

Holding current value

$519,029

Previous $522 Million 1.12%

% of portfolio

0.16%

Previous 0.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	SELL	$371.33 - $389.89 $4,827 - $5,068	-13 Reduced 0.94%	1,364 $528 Million
Q1 2025 Apr 29, 2025	SELL	$313.1 - $349.83 $9,079 - $10,145	-29 Reduced 2.06%	1,377 $437 Million
Q4 2024 Jan 23, 2025	SELL	$323.08 - $349.08 $3,230 - $3,490	-10 Reduced 0.71%	1,406 $470 Million
Q1 2024 Apr 22, 2024	BUY	$268.36 - $300.08 $2,146 - $2,400	8 Added 0.57%	1,416 $425 Million
Q3 2023 Oct 18, 2023	SELL	$243.9 - $263.56 $54,877 - $59,301	-225 Reduced 13.78%	1,408 $345 Million

Q4 2022 Feb 13, 2023	BUY	$206.89 - $235.47 $337,851 - $384,522	1,633 New	1,633 $360,000

Others Institutions Holding IWV

# of Institutions

956

Shares Held

26.7M

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 Core Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Management, Inc. with notifications on news.

Account

Core Wealth Management, Inc. Ishares Russell 3000 ETF Transaction History