K.J. Harrison & Partners’s iShares Russell 3000 ETF IWV Stock Holding History

K.J. Harrison & 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	-937	Closed	-$298K	–	194
2025 Q1	$298K	Sell	937 -52	-5%	-$17.4K	0.06%	156
2024 Q4	$330K	Hold	989	–	–	0.05%	167
2024 Q3	$329K	Hold	989	–	–	0.05%	188
2024 Q2	$305K	Hold	989	–	–	0.05%	176
2024 Q1	$297K	Hold	989	–	–	0.05%	183
2023 Q4	$271K	Buy	+989	New	+$252K	0.05%	185
2023 Q3	–	Sell	-989	Closed	-$251K	–	159
2023 Q2	$251K	Hold	989	–	–	0.05%	191
2023 Q1	$233K	Hold	989	–	–	0.05%	188
2022 Q4	$296K	Hold	989	–	–	0.06%	183
2022 Q3	$205K	Hold	989	–	–	0.07%	152
2022 Q2	$215K	Hold	989	–	–	0.06%	165
2022 Q1	$259K	Hold	989	–	–	0.04%	212
2021 Q4	$275K	Hold	989	–	–	0.04%	237
2021 Q3	$254K	Hold	989	–	–	0.04%	247
2021 Q2	$254K	Hold	989	–	–	0.03%	249
2021 Q1	$234K	Hold	989	–	–	0.04%	247
2020 Q4	$221K	Buy	+989	New	+$208K	0.04%	236
2020 Q2	–	Sell	-1,519	Closed	-$224K	–	205
2020 Q1	$224K	Sell	1,519 -135	-8%	-$24K	0.12%	111
2019 Q4	$311K	Hold	1,654	–	–	0.08%	156
2019 Q3	$288K	Buy	+1,654	New	+$287K	0.08%	141

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

K.J. Harrison & Partners's IWV Position: Q2 2025 in Review

K.J. Harrison & Partners sold out of iShares Russell 3000 ETF (IWV) in Q2 2025, closing a stake of 937 shares — an estimated $298K sold.

K.J. Harrison & Partners first reported a position in IWV in Q3 2019 and held it in 20 quarters. The position peaked at $330K in Q4 2024. 824 funds tracked by Wall St. Rank hold IWV as of Q2 2025.

K.J. Harrison & Partners reported no remaining iShares Russell 3000 ETF position as of Q2 2025 after selling out during the quarter.
K.J. Harrison & Partners sold 937 iShares Russell 3000 ETF shares in Q2 2025, an estimated $298K.
K.J. Harrison & Partners first reported a position in iShares Russell 3000 ETF in Q3 2019 and held it in 20 quarters.
K.J. Harrison & Partners's iShares Russell 3000 ETF position peaked at $330K in Q4 2024.
824 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2025.

Based on K.J. Harrison & Partners's 13F filing for Q2 2025, filed 5 Aug 2025.