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Brighton Jones LLC’s iShares Russell 3000 ETF IWV Stock Holding History

Brighton Jones LLC’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
-82,343
Closed -$31.2M – 512
2025
Q3 		$31.2M Sell
82,343
-1,010
-1% -$368K 0.75% 22
2025
Q2 		$29.3M Buy
83,353
+1,218
+1% +$396K 0.79% 18
2025
Q1 		$26.1M Sell
82,135
-3,308
-4% -$1.11M 0.84% 18
2024
Q4 		$28.6M Sell
85,443
-323
-0.4% -$109K 0.82% 18
2024
Q3 		$28M Sell
85,766
-210
-0.2% -$66.1K 1.05% 17
2024
Q2 		$26.5M Sell
85,976
-1,083
-1% -$323K 0.88% 19
2024
Q1 		$26.1M Sell
87,059
-612
-0.7% -$175K 0.94% 14
2023
Q4 		$24M Sell
87,671
-2,048
-2% -$522K 1.01% 13
2023
Q3 		$22M Sell
89,719
-3,971
-4% -$1.01M 1.12% 10
2023
Q2 		$23.8M Sell
93,690
-5,501
-6% -$1.32M 1.2% 9
2023
Q1 		$23.4M Sell
99,191
-1,016
-1% -$235K 1.33% 9
2022
Q4 		$22.1M Sell
100,207
-6,095
-6% -$1.35M 1.32% 8
2022
Q3 		$22M Sell
106,302
-1,791
-2% -$412K 1.29% 8
2022
Q2 		$23.5M Buy
108,093
+1,022
+1% +$242K 1.36% 8
2022
Q1 		$28.1M Sell
107,071
-721
-0.7% -$187K 1.31% 8
2021
Q4 		$29.9M Sell
107,792
-1,470
-1% -$398K 1.41% 8
2021
Q3 		$27.8M Sell
109,262
-10,310
-9% -$2.7M 1.44% 8
2021
Q2 		$30.6M Sell
119,572
-5,944
-5% -$1.48M 1.58% 8
2021
Q1 		$29.8M Sell
125,516
-1,263
-1% -$293K 1.76% 8
2020
Q4 		$28.3M Sell
126,779
-4,115
-3% -$864K 1.75% 8
2020
Q3 		$25.6M Buy
130,894
+388
+0.3% +$75.1K 1.77% 8
2020
Q2 		$23.5M Sell
130,506
-13,664
-9% -$2.32M 1.91% 7
2020
Q1 		$21.4M Sell
144,170
-3,731
-3% -$664K 2.25% 6
2019
Q4 		$27.9M Sell
147,901
-2,721
-2% -$490K 2.99% 6
2019
Q3 		$26.2M Sell
150,622
-4,548
-3% -$789K 3.06% 7
2019
Q2 		$26.7M Buy
155,170
+4,634
+3% +$786K 3.12% 6
2019
Q1 		$25.1M Sell
150,536
-2,231
-1% -$358K 3.04% 7
2018
Q4 		$22.4M Sell
152,767
-3,467
-2% -$551K 3.24% 7
2018
Q3 		$26.9M Sell
156,234
-2,782
-2% -$471K 3.31% 7
2018
Q2 		$25.8M Sell
159,016
-14,042
-8% -$2.26M 3.32% 6
2018
Q1 		$27.1M Sell
173,058
-6,462
-4% -$1.04M 3.73% 6
2017
Q4 		$28.4M Sell
179,520
-12,519
-7% -$1.93M 3.44% 6
2017
Q3 		$28.7M Sell
192,039
-9,682
-5% -$1.41M 3.69% 6
2017
Q2 		$29.1M Sell
201,721
-6,428
-3% -$914K 4.1% 5
2017
Q1 		$29.1M Buy
208,149
+128,659
+162% +$17.8M 7.04% 3
2016
Q4 		$10.6M Sell
79,490
-156,515
-66% -$20.3M 3.99% 5
2016
Q3 		$30.3M Sell
236,005
-7,075
-3% -$904K 4.89% 5
2016
Q2 		$30.1M Sell
243,080
-12,104
-5% -$1.48M 5.33% 5
2016
Q1 		$30.8M Sell
255,184
-10,936
-4% -$1.25M 5.67% 5
2015
Q4 		$32M Sell
266,120
-19,934
-7% -$2.42M 6.24% 5
2015
Q3 		$32.6M Buy
286,054
+6,944
+2% +$841K 6.95% 3
2015
Q2 		$34.6M Sell
279,110
-24,779
-8% -$3.12M 7.91% 4
2015
Q1 		$37.6M Sell
303,889
-15,002
-5% -$1.85M 8.51% 2
2014
Q4 		$39M Sell
318,891
-37,079
-10% -$4.43M 8.93% 2
2014
Q3 		$41.6M Sell
355,970
-15,601
-4% -$1.84M 9.34% 1
2014
Q2 		$43.7M Sell
371,571
-26,057
-7% -$2.96M 9.89% 1
2014
Q1 		$44.7M Sell
397,628
-19,900
-5% -$2.2M 10.52% 1
2013
Q4 		$46.2M Sell
417,528
-22,948
-5% -$2.44M 10.58% 2
2013
Q3 		$44.5M Buy
440,476
+64,781
+17% +$6.49M 11.67% 1
2013
Q2 		$36.2M Buy
+375,695
New +$36M 10.87% 3

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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 $5.72T AUM 30.48% 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 $1.09B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Brighton Jones LLC's IWV Position: Q4 2025 in Review

Brighton Jones LLC sold out of iShares Russell 3000 ETF (IWV) in Q4 2025, closing a stake of 82,343 shares — an estimated $31.2M sold.

Brighton Jones LLC first reported a position in IWV in Q2 2013 and held it in 50 quarters. The position peaked at $46.2M in Q4 2013. 896 funds tracked by Wall St. Rank hold IWV as of Q4 2025.

  • Brighton Jones LLC reported no remaining iShares Russell 3000 ETF position as of Q4 2025 after selling out during the quarter.
  • Brighton Jones LLC sold 82,343 iShares Russell 3000 ETF shares in Q4 2025, an estimated $31.2M.
  • Brighton Jones LLC first reported a position in iShares Russell 3000 ETF in Q2 2013 and held it in 50 quarters.
  • Brighton Jones LLC's iShares Russell 3000 ETF position peaked at $46.2M in Q4 2013.
  • 896 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2025.

Based on Brighton Jones LLC's 13F filing for Q4 2025, filed 27 Jan 2026.