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

Arcadia 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
Q4 		– Sell
-175
Closed -$66.3K – 394
2025
Q3 		$66.3K Buy
+175
New +$63.8K 0.01% 172

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Arcadia Investment Management's IWV Position: Q4 2025 in Review

Arcadia Investment Management sold out of iShares Russell 3000 ETF (IWV) in Q4 2025, closing a stake of 175 shares — an estimated $66.3K sold.

Arcadia Investment Management first reported a position in IWV in Q3 2025 and held it in 1 quarter. The position peaked at $66.3K in Q3 2025. 896 funds tracked by Wall St. Rank hold IWV as of Q4 2025.

  • Arcadia Investment Management reported no remaining iShares Russell 3000 ETF position as of Q4 2025 after selling out during the quarter.
  • Arcadia Investment Management sold 175 iShares Russell 3000 ETF shares in Q4 2025, an estimated $66.3K.
  • Arcadia Investment Management first reported a position in iShares Russell 3000 ETF in Q3 2025 and held it in 1 quarter.
  • Arcadia Investment Management's iShares Russell 3000 ETF position peaked at $66.3K in Q3 2025.
  • 896 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2025.

Based on Arcadia Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.