Christopher J. Hasenberg’s iShares Russell 3000 ETF IWV Stock Holding History

Christopher J. Hasenberg’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 Q2	$24.6K	Sell	70 -52,778	-100%	-$17.1M	0.01%	105
2025 Q1	$16.9M	Sell	52,848 -3,347	-6%	-$1.12M	6.99%	7
2024 Q4	$18.8M	Sell	56,195 -34,208	-38%	-$11.5M	7.57%	7
2024 Q3	$29.5M	Buy	90,403 +8,543	+10%	+$2.69M	12.17%	3
2024 Q2	$25.3M	Buy	81,860 +13,374	+20%	+$3.99M	11.45%	4
2024 Q1	$20.6M	Sell	68,486 -1,083	-2%	-$309K	10.09%	5
2023 Q4	$19M	Buy	+69,569	New	+$17.7M	10.62%	5

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Christopher J. Hasenberg's IWV Position: Q2 2025 in Review

Christopher J. Hasenberg reduced its iShares Russell 3000 ETF (IWV) stake by 100% in Q2 2025, selling an estimated $17.1M and leaving 70 shares worth $24.6K. The position accounts for 0.01% of the portfolio, ranked #105.

Christopher J. Hasenberg first reported a position in IWV in Q4 2023 and has held it in 7 quarters since. The position peaked at $29.5M in Q3 2024. 823 funds tracked by Wall St. Rank hold IWV as of Q2 2025.

Christopher J. Hasenberg held 70 shares of iShares Russell 3000 ETF worth $24.6K as of Q2 2025.
Christopher J. Hasenberg sold 52,778 iShares Russell 3000 ETF shares in Q2 2025, an estimated $17.1M.
iShares Russell 3000 ETF made up 0.01% of Christopher J. Hasenberg's portfolio in Q2 2025, its #105 holding.
Christopher J. Hasenberg first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 7 quarters since.
Christopher J. Hasenberg's iShares Russell 3000 ETF position peaked at $29.5M in Q3 2024.
823 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2025.

Based on Christopher J. Hasenberg's 13F filing for Q2 2025, filed 9 Jul 2025.