Belvedere Trading
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Belvedere Trading’s iShares Russell 3000 ETF IWV Stock Holding History

Belvedere Trading’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
Q1 		– Sell
-2,900
Closed -$969K – 821
2024
Q4 		$969K Sell
2,900
-7,600
-72% -$2.56M ﹤0.01% 166
2024
Q3 		$3.43M Buy
10,500
+2,500
+31% +$787K ﹤0.01% 65
2024
Q2 		$2.47M Buy
+8,000
New +$2.39M ﹤0.01% 78
2024
Q1 		– Sell
-2,200
Closed -$602K – 818
2023
Q4 		$602K Sell
2,200
-3,500
-61% -$892K ﹤0.01% 140
2023
Q3 		$1.4M Buy
5,700
+2,100
+58% +$537K ﹤0.01% 62
2023
Q2 		$916K Sell
3,600
-3,000
-45% -$721K ﹤0.01% 84
2023
Q1 		$1.55M Buy
+6,600
New +$1.52M ﹤0.01% 51

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.47T AUM 27.86% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return