ECG
IWV icon

Edge Capital Group’s iShares Russell 3000 ETF IWV Stock Holding History

Edge Capital 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
2024
Q4 		$4.27M Sell
12,770
-126
-1% -$42.4K 0.19% 101
2024
Q3 		$4.21M Buy
12,896
+71
+0.6% +$22.3K 0.19% 101
2024
Q2 		$3.96M Sell
12,825
-33
-0.3% -$9.85K 0.19% 103
2024
Q1 		$3.86M Sell
12,858
-34
-0.3% -$9.7K 0.19% 103
2023
Q4 		$3.53M Sell
12,892
-2,214
-15% -$565K 0.2% 99
2023
Q3 		$3.7M Sell
15,106
-2,634
-15% -$673K 0.24% 84
2023
Q2 		$4.51M Hold
17,740
– – 0.26% 83
2023
Q1 		$4.18M Buy
17,740
+3,858
+28% +$890K 0.26% 78
2022
Q4 		$3.06M Sell
13,882
-210
-1% -$46.7K 0.21% 88
2022
Q3 		$2.92M Sell
14,092
-274
-2% -$63K 0.24% 83
2022
Q2 		$3.12M Sell
14,366
-17
-0.1% -$4.03K 0.27% 75
2022
Q1 		$3.77M Hold
14,383
– – 0.26% 81
2021
Q4 		$3.99M Sell
14,383
-11
-0.1% -$2.98K 0.28% 74
2021
Q3 		$3.67M Sell
14,394
-417
-3% -$109K 0.29% 69
2021
Q2 		$3.79M Sell
14,811
-1,387
-9% -$346K 0.3% 68
2021
Q1 		$3.84M Buy
16,198
+1
+0% +$232 0.32% 68
2020
Q4 		$3.62M Buy
16,197
+2
+0% +$420 0.3% 70
2020
Q3 		$3.17M Sell
16,195
-734
-4% -$142K 0.32% 68
2020
Q2 		$3.05M Sell
16,929
-715
-4% -$121K 0.32% 70
2020
Q1 		$2.62M Buy
17,644
+97
+0.6% +$17.3K 0.31% 68
2019
Q4 		$3.31M Buy
17,547
+222
+1% +$40K 0.32% 65
2019
Q3 		$3.01M Sell
17,325
-474
-3% -$82.2K 0.3% 70
2019
Q2 		$3.07M Sell
17,799
-12
-0.1% -$2.04K 0.29% 73
2019
Q1 		$2.97M Sell
17,811
-93
-0.5% -$14.9K 0.29% 72
2018
Q4 		$2.63M Buy
+17,904
New +$2.84M 0.29% 71

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

Edge Capital Group's IWV Position: Q4 2024 in Review

Edge Capital Group reduced its iShares Russell 3000 ETF (IWV) stake by 0.98% in Q4 2024, selling an estimated $42.4K and leaving 12,770 shares worth $4.27M. The position accounts for 0.19% of the portfolio, ranked #101.

Edge Capital Group first reported a position in IWV in Q4 2018 and has held it in 25 quarters since. The position peaked at $4.51M in Q2 2023. 850 funds tracked by Wall St. Rank hold IWV as of Q4 2024.

  • Edge Capital Group held 12,770 shares of iShares Russell 3000 ETF worth $4.27M as of Q4 2024.
  • Edge Capital Group sold 126 iShares Russell 3000 ETF shares in Q4 2024, an estimated $42.4K.
  • iShares Russell 3000 ETF made up 0.19% of Edge Capital Group's portfolio in Q4 2024, its #101 holding.
  • Edge Capital Group first reported a position in iShares Russell 3000 ETF in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's iShares Russell 3000 ETF position peaked at $4.51M in Q2 2023.
  • 850 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.