Diamond Hill Capital Management
IWV icon

Diamond Hill Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History

Diamond Hill Capital 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
2026
Q1 		– Sell
-578
Closed -$224K – 194
2025
Q4 		$224K Buy
+578
New +$222K ﹤0.01% 190
2023
Q1 		– Sell
-9,644
Closed -$2.13M – 170
2022
Q4 		$2.13M Buy
+9,644
New +$2.14M 0.01% 141
2019
Q1 		– Sell
-38,720
Closed -$5.69M – 176
2018
Q4 		$5.69M Buy
+38,720
New +$6.15M 0.03% 136
2018
Q1 		– Sell
-2,703
Closed -$428K – 177
2017
Q4 		$428K Buy
+2,703
New +$417K ﹤0.01% 158
2016
Q1 		– Sell
-41,830
Closed -$5.03M – 169
2015
Q4 		$5.03M Buy
+41,830
New +$5.09M 0.03% 142

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
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

Diamond Hill Capital Management's IWV Position: Q1 2026 in Review

Diamond Hill Capital Management sold out of iShares Russell 3000 ETF (IWV) in Q1 2026, closing a stake of 578 shares — an estimated $224K sold.

Diamond Hill Capital Management first reported a position in IWV in Q4 2015 and held it in 5 quarters. The position peaked at $5.69M in Q4 2018. 868 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Diamond Hill Capital Management reported no remaining iShares Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
  • Diamond Hill Capital Management sold 578 iShares Russell 3000 ETF shares in Q1 2026, an estimated $224K.
  • Diamond Hill Capital Management first reported a position in iShares Russell 3000 ETF in Q4 2015 and held it in 5 quarters.
  • Diamond Hill Capital Management's iShares Russell 3000 ETF position peaked at $5.69M in Q4 2018.
  • 868 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Diamond Hill Capital Management's 13F filing for Q1 2026, filed 7 May 2026.