FMI
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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

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