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KCM Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

KCM Investment Advisors’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
Q4 		– Sell
-5,117
Closed -$1.94M – 400
2025
Q3 		$1.94M Hold
5,117
– – 0.06% 161
2025
Q2 		$1.8M Buy
+5,117
New +$1.66M 0.06% 164
2023
Q2 		– Sell
-1,219
Closed -$287K – 398
2023
Q1 		$287K Buy
+1,219
New +$281K 0.01% 350
2020
Q3 		– Sell
-1,219
Closed -$219K – 330
2020
Q2 		$219K Buy
+1,219
New +$207K 0.01% 316

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KCM Investment Advisors's IWV Position: Q4 2025 in Review

KCM Investment Advisors sold out of iShares Russell 3000 ETF (IWV) in Q4 2025, closing a stake of 5,117 shares — an estimated $1.94M sold.

KCM Investment Advisors first reported a position in IWV in Q2 2020 and held it in 4 quarters. The position peaked at $1.94M in Q3 2025. 898 funds tracked by Wall St. Rank hold IWV as of Q4 2025.

  • KCM Investment Advisors reported no remaining iShares Russell 3000 ETF position as of Q4 2025 after selling out during the quarter.
  • KCM Investment Advisors sold 5,117 iShares Russell 3000 ETF shares in Q4 2025, an estimated $1.94M.
  • KCM Investment Advisors first reported a position in iShares Russell 3000 ETF in Q2 2020 and held it in 4 quarters.
  • KCM Investment Advisors's iShares Russell 3000 ETF position peaked at $1.94M in Q3 2025.
  • 898 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2025.

Based on KCM Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.