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Corundum Group’s iShares Russell 3000 ETF IWV Stock Holding History

Corundum Group’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
-745
Closed -$249K – 100
2024
Q4 		$249K Buy
+745
New +$251K 0.09% 90
2018
Q2 		$778K Sell
4,796
-17
-0.4% -$2.73K 0.96% 12
2018
Q1 		$752K Buy
4,813
+944
+24% +$152K 0.81% 12
2017
Q4 		$612K Sell
3,869
-203
-5% -$31.3K 0.66% 15
2017
Q3 		$608 Buy
4,072
+1,276
+46% +$186K 0.64% 16
2017
Q2 		$403K Buy
2,796
+537
+24% +$76.3K 0.89% 14
2017
Q1 		$316K Buy
2,259
+159
+8% +$22K 0.4% 18
2016
Q4 		$279K Sell
2,100
-16
-0.8% -$2.07K 0.41% 20
2016
Q3 		$271K Buy
2,116
+36
+2% +$4.6K 0.44% 22
2016
Q2 		$258K Sell
2,080
-303
-13% -$37K 0.4% 20
2016
Q1 		$288K Buy
2,383
+190
+9% +$21.7K 0.76% 17
2015
Q4 		$249K Buy
+2,193
New +$267K 0.74% 17
2014
Q2 		– Sell
-2,666
Closed -$299K – 14
2014
Q1 		$299K Buy
2,666
+305
+13% +$33.7K 1.45% 6
2013
Q4 		$261K Buy
2,361
+321
+16% +$34.1K 1.23% 7
2013
Q3 		$207K Buy
+2,040
New +$204K 1.16% 9

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 $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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 $377B AUM 19.32% 1-Year Est. Return

Corundum Group's IWV Position: Q1 2025 in Review

Corundum Group sold out of iShares Russell 3000 ETF (IWV) in Q1 2025, closing a stake of 745 shares — an estimated $249K sold.

Corundum Group first reported a position in IWV in Q3 2013 and held it in 15 quarters. The position peaked at $778K in Q2 2018. 804 funds tracked by Wall St. Rank hold IWV as of Q1 2025.

  • Corundum Group reported no remaining iShares Russell 3000 ETF position as of Q1 2025 after selling out during the quarter.
  • Corundum Group sold 745 iShares Russell 3000 ETF shares in Q1 2025, an estimated $249K.
  • Corundum Group first reported a position in iShares Russell 3000 ETF in Q3 2013 and held it in 15 quarters.
  • Corundum Group's iShares Russell 3000 ETF position peaked at $778K in Q2 2018.
  • 804 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2025.

Based on Corundum Group's 13F filing for Q1 2025, filed 23 Apr 2025.