GDP
IWV icon

Great Diamond Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Great Diamond Partners’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
Q2 		$30.8M Buy
72,221
+86
+0.1% +$35.4K 5.29% 2
2026
Q1 		$26.7M Sell
72,135
-1,884
-3% -$729K 5.15% 2
2025
Q4 		$28.6M Sell
74,019
-2,607
-3% -$1M 5.51% 2
2025
Q3 		$29M Sell
76,626
-1,658
-2% -$605K 5.63% 2
2025
Q2 		$27.5M Buy
78,284
+728
+0.9% +$236K 5.8% 1
2025
Q1 		$24.6M Sell
77,556
-2,852
-4% -$956K 6.73% 1
2024
Q4 		$26.9M Sell
80,408
-1,758
-2% -$592K 6.95% 1
2024
Q3 		$26.8M Sell
82,166
-6,914
-8% -$2.18M 6.82% 1
2024
Q2 		$27.5M Sell
89,080
-3,445
-4% -$1.03M 6.46% 1
2024
Q1 		$27.8M Buy
92,525
+1,827
+2% +$521K 6.38% 1
2023
Q4 		$24.8M Sell
90,698
-921
-1% -$235K 6.12% 1
2023
Q3 		$22.5M Sell
91,619
-2,130
-2% -$544K 6.08% 1
2023
Q2 		$23.9M Buy
93,749
+939
+1% +$226K 6.3% 1
2023
Q1 		$21.8M Sell
92,810
-3,470
-4% -$801K 6.33% 1
2022
Q4 		$21.2M Sell
96,280
-3,260
-3% -$724K 6.54% 1
2022
Q3 		$20.6M Sell
99,540
-794
-0.8% -$183K 7.04% 1
2022
Q2 		$21.8M Sell
100,334
-1,735
-2% -$411K 7.25% 1
2022
Q1 		$26.8M Sell
102,069
-3,253
-3% -$842K 7.45% 1
2021
Q4 		$29.2M Sell
105,322
-2,166
-2% -$587K 7.53% 1
2021
Q3 		$27.4M Sell
107,488
-129
-0.1% -$33.8K 7.51% 1
2021
Q2 		$27.5M Buy
107,617
+412
+0.4% +$103K 7.79% 1
2021
Q1 		$25.4M Sell
107,205
-6,428
-6% -$1.49M 7.83% 1
2020
Q4 		$25.4M Sell
113,633
-1,625
-1% -$341K 8.1% 2
2020
Q3 		$22.6M Sell
115,258
-5,134
-4% -$993K 8.28% 2
2020
Q2 		$21.7M Sell
120,392
-3,444
-3% -$584K 8.97% 2
2020
Q1 		$18.4M Buy
123,836
+5,552
+5% +$988K 9.46% 2
2019
Q4 		$22.3M Buy
+118,284
New +$21.3M 8.48% 1

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Great Diamond Partners's IWV Position: Q2 2026 in Review

Great Diamond Partners increased its iShares Russell 3000 ETF (IWV) stake by 0.12% in Q2 2026, buying an estimated $35.4K and bringing the position to 72,221 shares worth $30.8M. The position accounts for 5.29% of the portfolio, ranked #2.

Great Diamond Partners first reported a position in IWV in Q4 2019 and has held it in 27 quarters since. 911 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Great Diamond Partners held 72,221 shares of iShares Russell 3000 ETF worth $30.8M as of Q2 2026.
  • Great Diamond Partners bought 86 iShares Russell 3000 ETF shares in Q2 2026, an estimated $35.4K.
  • iShares Russell 3000 ETF made up 5.29% of Great Diamond Partners's portfolio in Q2 2026, its #2 holding.
  • Great Diamond Partners first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 27 quarters since.
  • 911 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.