AWMM
IWV icon

Aegis Wealth Management (Maryland)’s iShares Russell 3000 ETF IWV Stock Holding History

Aegis Wealth Management (Maryland)’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
Q2 		– Sell
-2,750
Closed -$874K – 117
2025
Q1 		$874K Buy
+2,750
New +$922K 0.51% 44

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Aegis Wealth Management (Maryland)'s IWV Position: Q2 2025 in Review

Aegis Wealth Management (Maryland) sold out of iShares Russell 3000 ETF (IWV) in Q2 2025, closing a stake of 2,750 shares — an estimated $874K sold.

Aegis Wealth Management (Maryland) first reported a position in IWV in Q1 2025 and held it in 1 quarter. The position peaked at $874K in Q1 2025. 823 funds tracked by Wall St. Rank hold IWV as of Q2 2025.

  • Aegis Wealth Management (Maryland) reported no remaining iShares Russell 3000 ETF position as of Q2 2025 after selling out during the quarter.
  • Aegis Wealth Management (Maryland) sold 2,750 iShares Russell 3000 ETF shares in Q2 2025, an estimated $874K.
  • Aegis Wealth Management (Maryland) first reported a position in iShares Russell 3000 ETF in Q1 2025 and held it in 1 quarter.
  • Aegis Wealth Management (Maryland)'s iShares Russell 3000 ETF position peaked at $874K in Q1 2025.
  • 823 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2025.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2025, filed 7 Aug 2025.