Hexagon Capital Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Hexagon Capital 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
2025 Q2	–	Sell	-214	Closed	-$68K	–	904
2025 Q1	$68K	Hold	214	–	–	0.01%	392
2024 Q4	$71.5K	Hold	214	–	–	0.01%	398
2024 Q3	$69.9K	Hold	214	–	–	0.01%	382
2024 Q2	$66.1K	Hold	214	–	–	0.01%	372
2024 Q1	$64.2K	Hold	214	–	–	0.01%	378
2023 Q4	$58.6K	Hold	214	–	–	0.01%	375
2023 Q3	$52.4K	Hold	214	–	–	0.01%	352
2023 Q2	$54.5K	Hold	214	–	–	0.01%	342
2023 Q1	$50.4K	Hold	214	–	–	0.01%	354
2022 Q4	$47.2K	Hold	214	–	–	0.01%	370
2022 Q3	$44K	Buy	+214	New	+$49.2K	0.01%	412

Other funds holding IWV

SCM

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hexagon Capital Partners's IWV Position: Q2 2025 in Review

Hexagon Capital Partners sold out of iShares Russell 3000 ETF (IWV) in Q2 2025, closing a stake of 214 shares — an estimated $68K sold.

Hexagon Capital Partners first reported a position in IWV in Q3 2022 and held it in 11 quarters. The position peaked at $71.5K in Q4 2024. 824 funds tracked by Wall St. Rank hold IWV as of Q2 2025.

Hexagon Capital Partners reported no remaining iShares Russell 3000 ETF position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 214 iShares Russell 3000 ETF shares in Q2 2025, an estimated $68K.
Hexagon Capital Partners first reported a position in iShares Russell 3000 ETF in Q3 2022 and held it in 11 quarters.
Hexagon Capital Partners's iShares Russell 3000 ETF position peaked at $71.5K in Q4 2024.
824 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.