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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

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 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. 424 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.
  • 424 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.