Lanham O'Dell & Company’s iShares Russell 3000 ETF IWV Stock Holding History

Lanham O'Dell & Company’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	$203K	Buy	+525	New	+$201K	0.06%	39

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lanham O'Dell & Company's IWV Position: Q4 2025 in Review

Lanham O'Dell & Company opened a new position in iShares Russell 3000 ETF (IWV) in Q4 2025: 525 shares worth $203K. The stake represents 0.06% of the portfolio and ranks #39 among its holdings.

896 funds tracked by Wall St. Rank hold IWV as of Q4 2025.

Lanham O'Dell & Company held 525 shares of iShares Russell 3000 ETF worth $203K as of Q4 2025.
iShares Russell 3000 ETF was a new Lanham O'Dell & Company position in Q4 2025.
iShares Russell 3000 ETF made up 0.06% of Lanham O'Dell & Company's portfolio in Q4 2025, its #39 holding.
896 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2025.

Based on Lanham O'Dell & Company's 13F filing for Q4 2025, filed 12 Jan 2026.