CWM
IWV icon

Campbell Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Campbell Wealth 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
2024
Q4 		$20.8M Buy
62,225
+1,186
+2% +$399K 1.87% 12
2024
Q3 		$19.9M Buy
+61,039
New +$19.2M 1.78% 15
2024
Q2 		– Sell
-58,286
Closed -$17.5M – 68
2024
Q1 		$17.5M Sell
58,286
-20,426
-26% -$5.83M 1.74% 15
2023
Q4 		$21.5M Buy
78,712
+1,114
+1% +$284K 2.56% 12
2023
Q3 		$19M Sell
77,598
-2,177
-3% -$556K 2.31% 14
2023
Q2 		$20.3M Buy
79,775
+2,130
+3% +$512K 2.61% 12
2023
Q1 		$18.3M Buy
77,645
+1,359
+2% +$314K 2.29% 15
2022
Q4 		$16.8M Buy
76,286
+1,436
+2% +$319K 2.34% 15
2022
Q3 		$15.5M Sell
74,850
-1,299
-2% -$299K 2.24% 15
2022
Q2 		$16.6M Buy
76,149
+1,081
+1% +$256K 2.32% 13
2022
Q1 		$19.7M Buy
75,068
+344
+0.5% +$89.1K 2.4% 13
2021
Q4 		$20.7M Buy
74,724
+1,765
+2% +$478K 2.37% 13
2021
Q3 		$18.6M Buy
72,959
+124
+0.2% +$32.5K 2.49% 12
2021
Q2 		$18.6M Buy
72,835
+1,179
+2% +$294K 2.52% 12
2021
Q1 		$17M Buy
71,656
+2,386
+3% +$554K 2.33% 12
2020
Q4 		$15.5M Buy
69,270
+2,417
+4% +$508K 2.26% 12
2020
Q3 		$13.1M Buy
66,853
+2,354
+4% +$455K 2.14% 10
2020
Q2 		$11.6M Buy
64,499
+16,483
+34% +$2.79M 2.02% 11
2020
Q1 		$7.12M Buy
48,016
+2,804
+6% +$499K 1.55% 13
2019
Q4 		$8.52M Buy
45,212
+2,399
+6% +$432K 1.71% 13
2019
Q3 		$7.44M Buy
42,813
+2,814
+7% +$488K 1.65% 13
2019
Q2 		$6.89M Buy
39,999
+3,824
+11% +$649K 1.65% 13
2019
Q1 		$6.03M Buy
36,175
+2,106
+6% +$338K 1.6% 13
2018
Q4 		$5M Buy
+34,069
New +$5.41M 1.54% 13

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Campbell Wealth Management's IWV Position: Q4 2024 in Review

Campbell Wealth Management increased its iShares Russell 3000 ETF (IWV) stake by 1.9% in Q4 2024, buying an estimated $399K and bringing the position to 62,225 shares worth $20.8M. The position accounts for 1.87% of the portfolio, ranked #12.

Campbell Wealth Management first reported a position in IWV in Q4 2018 and has held it in 24 quarters since. The position peaked at $21.5M in Q4 2023. 850 funds tracked by Wall St. Rank hold IWV as of Q4 2024.

  • Campbell Wealth Management held 62,225 shares of iShares Russell 3000 ETF worth $20.8M as of Q4 2024.
  • Campbell Wealth Management bought 1,186 iShares Russell 3000 ETF shares in Q4 2024, an estimated $399K.
  • iShares Russell 3000 ETF made up 1.87% of Campbell Wealth Management's portfolio in Q4 2024, its #12 holding.
  • Campbell Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2018 and has held it in 24 quarters since.
  • Campbell Wealth Management's iShares Russell 3000 ETF position peaked at $21.5M in Q4 2023.
  • 850 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.