Berman McAleer’s iShares Russell 3000 ETF IWV Stock Holding History

Berman McAleer’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	-632	Closed	-$239K	–	166
2025 Q3	$239K	Buy	+632	New	+$230K	0.03%	141

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Berman McAleer's IWV Position: Q4 2025 in Review

Berman McAleer sold out of iShares Russell 3000 ETF (IWV) in Q4 2025, closing a stake of 632 shares — an estimated $239K sold.

Berman McAleer first reported a position in IWV in Q3 2025 and held it in 1 quarter. The position peaked at $239K in Q3 2025. 896 funds tracked by Wall St. Rank hold IWV as of Q4 2025.

Berman McAleer reported no remaining iShares Russell 3000 ETF position as of Q4 2025 after selling out during the quarter.
Berman McAleer sold 632 iShares Russell 3000 ETF shares in Q4 2025, an estimated $239K.
Berman McAleer first reported a position in iShares Russell 3000 ETF in Q3 2025 and held it in 1 quarter.
Berman McAleer's iShares Russell 3000 ETF position peaked at $239K in Q3 2025.
896 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2025.

Based on Berman McAleer's 13F filing for Q4 2025, filed 5 Feb 2026.