Laurie J. Hall Trustee’s iShares Russell 3000 ETF IWV Stock Holding History

Laurie J. Hall Trustee’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	-3,231	Closed	-$1.08M	–	178
2024 Q4	$1.08M	Hold	3,231	–	–	0.35%	61
2024 Q3	$1.06M	Hold	3,231	–	–	0.33%	64
2024 Q2	$997K	Hold	3,231	–	–	0.35%	61
2024 Q1	$970K	Buy	3,231 +220	+7%	+$62.8K	0.34%	59
2023 Q4	$824K	Hold	3,011	–	–	0.32%	63
2023 Q3	$738K	Hold	3,011	–	–	0.31%	62
2023 Q2	$766K	Hold	3,011	–	–	0.3%	62
2023 Q1	$709K	Hold	3,011	–	–	0.3%	63
2022 Q4	$664K	Hold	3,011	–	–	0.3%	66
2022 Q3	$623K	Hold	3,011	–	–	0.31%	64
2022 Q2	$655K	Hold	3,011	–	–	0.31%	64
2022 Q1	$790K	Hold	3,011	–	–	0.3%	64
2021 Q4	$836K	Buy	3,011 +120	+4%	+$32.5K	0.3%	65
2021 Q3	$737K	Buy	2,891 +184	+7%	+$48.2K	0.28%	66
2021 Q2	$693K	Buy	2,707 +192	+8%	+$47.9K	0.26%	69
2021 Q1	$597K	Buy	2,515 +136	+6%	+$31.6K	0.23%	73
2020 Q4	$532K	Hold	2,379	–	–	0.22%	72
2020 Q3	$466K	Buy	+2,379	New	+$460K	0.21%	73
2019 Q4	$448K	Hold	2,379	–	–	0.21%	76
2019 Q3	$413K	Hold	2,379	–	–	0.21%	76
2019 Q2	$410K	Hold	2,379	–	–	0.21%	76
2019 Q1	$397K	Hold	2,379	–	–	0.21%	74
2018 Q4	$386K	Hold	2,379	–	–	0.21%	74
2018 Q3	$410K	Hold	2,379	–	–	0.22%	74
2018 Q2	$386K	Hold	2,379	–	–	0.22%	74
2018 Q1	$372K	Hold	2,379	–	–	0.23%	72
2017 Q4	$376K	Buy	+2,379	New	+$367K	0.21%	74

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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

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

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

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

Laurie J. Hall Trustee's IWV Position: Q1 2025 in Review

Laurie J. Hall Trustee sold out of iShares Russell 3000 ETF (IWV) in Q1 2025, closing a stake of 3,231 shares — an estimated $1.08M sold.

Laurie J. Hall Trustee first reported a position in IWV in Q4 2017 and held it in 27 quarters. The position peaked at $1.08M in Q4 2024. 804 funds tracked by Wall St. Rank hold IWV as of Q1 2025.

Laurie J. Hall Trustee reported no remaining iShares Russell 3000 ETF position as of Q1 2025 after selling out during the quarter.
Laurie J. Hall Trustee sold 3,231 iShares Russell 3000 ETF shares in Q1 2025, an estimated $1.08M.
Laurie J. Hall Trustee first reported a position in iShares Russell 3000 ETF in Q4 2017 and held it in 27 quarters.
Laurie J. Hall Trustee's iShares Russell 3000 ETF position peaked at $1.08M in Q4 2024.
804 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2025.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2025, filed 15 May 2025.