Fiduciary Management Inc’s iShares Russell 3000 ETF IWV Stock Holding History

Fiduciary Management Inc’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	-1,965	Closed	-$657K	–	68
2024 Q4	$657K	Buy	+1,965	New	+$661K	0.01%	68
2024 Q1	–	Sell	-7,860	Closed	-$2.15M	–	70
2023 Q4	$2.15M	Buy	+7,860	New	+$2M	0.02%	63
2023 Q1	–	Sell	-4,595	Closed	-$1.01M	–	65
2022 Q4	$1.01M	Buy	+4,595	New	+$1.02M	0.01%	66
2022 Q1	–	Sell	-7,895	Closed	-$2.19M	–	78
2021 Q4	$2.19M	Buy	+7,895	New	+$2.14M	0.02%	74
2020 Q3	–	Sell	-2,475	Closed	-$446K	–	69
2020 Q2	$446K	Buy	+2,475	New	+$419K	﹤0.01%	68

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fiduciary Management Inc's IWV Position: Q1 2025 in Review

Fiduciary Management Inc sold out of iShares Russell 3000 ETF (IWV) in Q1 2025, closing a stake of 1,965 shares — an estimated $657K sold.

Fiduciary Management Inc first reported a position in IWV in Q2 2020 and held it in 5 quarters. The position peaked at $2.19M in Q4 2021. 805 funds tracked by Wall St. Rank hold IWV as of Q1 2025.

Fiduciary Management Inc reported no remaining iShares Russell 3000 ETF position as of Q1 2025 after selling out during the quarter.
Fiduciary Management Inc sold 1,965 iShares Russell 3000 ETF shares in Q1 2025, an estimated $657K.
Fiduciary Management Inc first reported a position in iShares Russell 3000 ETF in Q2 2020 and held it in 5 quarters.
Fiduciary Management Inc's iShares Russell 3000 ETF position peaked at $2.19M in Q4 2021.
805 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2025.

Based on Fiduciary Management Inc's 13F filing for Q1 2025, filed 14 May 2025.