John Overdeck’s iShares Russell 3000 ETF IWV Stock Holding History

John Overdeck’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	-27,700	Closed	-$9.26M	–	3347
2024 Q4	$9.26M	Buy	+27,700	New	+$9.32M	0.02%	788

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

John Overdeck's IWV Position: Q1 2025 in Review

John Overdeck sold out of iShares Russell 3000 ETF (IWV) in Q1 2025, closing a stake of 27,700 shares — an estimated $9.26M sold.

John Overdeck first reported a position in IWV in Q4 2024 and held it in 1 quarter. The position peaked at $9.26M in Q4 2024. 804 funds tracked by Wall St. Rank hold IWV as of Q1 2025.

John Overdeck reported no remaining iShares Russell 3000 ETF position as of Q1 2025 after selling out during the quarter.
John Overdeck sold 27,700 iShares Russell 3000 ETF shares in Q1 2025, an estimated $9.26M.
John Overdeck first reported a position in iShares Russell 3000 ETF in Q4 2024 and held it in 1 quarter.
John Overdeck's iShares Russell 3000 ETF position peaked at $9.26M in Q4 2024.
804 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2025.

Based on Two Sigma Investments's 13F filing for Q1 2025, filed 15 May 2025.