EdgeRock Capital’s iShares Russell 3000 ETF IWV Stock Holding History

EdgeRock Capital’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 Q4	–	Sell	-550	Closed	-$208K	–	131
2025 Q3	$208K	Buy	+550	New	+$201K	0.06%	116

Other funds holding IWV

SCM

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

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

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

EdgeRock Capital's IWV Position: Q4 2025 in Review

EdgeRock Capital sold out of iShares Russell 3000 ETF (IWV) in Q4 2025, closing a stake of 550 shares — an estimated $208K sold.

EdgeRock Capital first reported a position in IWV in Q3 2025 and held it in 1 quarter. The position peaked at $208K in Q3 2025. 896 funds tracked by Wall St. Rank hold IWV as of Q4 2025.

EdgeRock Capital reported no remaining iShares Russell 3000 ETF position as of Q4 2025 after selling out during the quarter.
EdgeRock Capital sold 550 iShares Russell 3000 ETF shares in Q4 2025, an estimated $208K.
EdgeRock Capital first reported a position in iShares Russell 3000 ETF in Q3 2025 and held it in 1 quarter.
EdgeRock Capital's iShares Russell 3000 ETF position peaked at $208K in Q3 2025.
896 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2025.

Based on EdgeRock Capital's 13F filing for Q4 2025, filed 14 Jan 2026.