AHL Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History

AHL Investment Management’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 Q3	$240K	Sell	633 -135	-18%	-$49.2K	0.16%	62
2025 Q2	$270K	Hold	768	–	–	0.18%	60
2025 Q1	$244K	Hold	768	–	–	0.17%	63
2024 Q4	$257K	Hold	768	–	–	0.18%	62
2024 Q3	$251K	Hold	768	–	–	0.17%	62
2024 Q2	$237K	Sell	768 -169	-18%	-$50.4K	0.17%	62
2024 Q1	$281K	Hold	937	–	–	0.22%	57
2023 Q4	$256K	Sell	937 -101	-10%	-$25.8K	0.21%	56
2023 Q3	$254K	Hold	1,038	–	–	0.23%	55
2023 Q2	$264K	Sell	1,038 -64	-6%	-$15.4K	0.23%	54
2023 Q1	$259K	Hold	1,102	–	–	0.24%	55
2022 Q4	$243K	Hold	1,102	–	–	0.23%	57
2022 Q3	$228K	Hold	1,102	–	–	0.23%	52
2022 Q2	$240K	Hold	1,102	–	–	0.24%	52
2022 Q1	$289K	Hold	1,102	–	–	0.26%	52
2021 Q4	$306K	Buy	+1,102	New	+$299K	0.28%	54

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AHL Investment Management's IWV Position: Q3 2025 in Review

AHL Investment Management reduced its iShares Russell 3000 ETF (IWV) stake by 18% in Q3 2025, selling an estimated $49.2K and leaving 633 shares worth $240K. The position accounts for 0.16% of the portfolio, ranked #62.

AHL Investment Management first reported a position in IWV in Q4 2021 and has held it in 16 quarters since. The position peaked at $306K in Q4 2021. 824 funds tracked by Wall St. Rank hold IWV as of Q3 2025.

AHL Investment Management held 633 shares of iShares Russell 3000 ETF worth $240K as of Q3 2025.
AHL Investment Management sold 135 iShares Russell 3000 ETF shares in Q3 2025, an estimated $49.2K.
iShares Russell 3000 ETF made up 0.16% of AHL Investment Management's portfolio in Q3 2025, its #62 holding.
AHL Investment Management first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 16 quarters since.
AHL Investment Management's iShares Russell 3000 ETF position peaked at $306K in Q4 2021.
824 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.