Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Kovitz Investment Group Partners’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$471K Hold
1,343
– – ﹤0.01% 990
2025
Q1 		$427K Buy
1,343
+54
+4% +$17.1K ﹤0.01% 942
2024
Q4 		$431K Sell
1,289
-174
-12% -$58.2K ﹤0.01% 937
2024
Q3 		$201K Buy
1,463
+307
+27% +$42.1K ﹤0.01% 950
2024
Q2 		$357K Buy
+1,156
New +$357K ﹤0.01% 700