LP
IWV icon

LGL Partners’s iShares Russell 3000 ETF IWV Stock Holding History

LGL 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
Q1 		– Sell
-20,179
Closed -$6.74M – 83
2024
Q4 		$6.74M Sell
20,179
-320
-2% -$108K 0.98% 14
2024
Q3 		$6.7M Sell
20,499
-12,702
-38% -$4M 0.94% 14
2024
Q2 		$10.2M Buy
33,201
+84
+0.3% +$25.1K 1.5% 12
2024
Q1 		$9.94M Sell
33,117
-271,305
-89% -$77.4M 1.66% 11
2023
Q4 		$83.3M Buy
304,422
+2,419
+0.8% +$617K 11.41% 2
2023
Q3 		$74M Hold
302,003
– – 12.98% 2
2023
Q2 		$76.9M Buy
302,003
+789
+0.3% +$190K 13.14% 2
2023
Q1 		$70.9M Buy
301,214
+1,093
+0.4% +$252K 12.13% 2
2022
Q4 		$66.2M Buy
300,121
+1,429
+0.5% +$318K 12% 3
2022
Q3 		$61.8M Buy
298,692
+1,365
+0.5% +$314K 12.88% 2
2022
Q2 		$64.6M Buy
297,327
+863
+0.3% +$204K 10.46% 3
2022
Q1 		$77.8M Buy
296,464
+863
+0.3% +$223K 10.41% 1
2021
Q4 		$82M Buy
+295,601
New +$80.1M 9.75% 1

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LGL Partners's IWV Position: Q1 2025 in Review

LGL Partners sold out of iShares Russell 3000 ETF (IWV) in Q1 2025, closing a stake of 20,179 shares — an estimated $6.74M sold.

LGL Partners first reported a position in IWV in Q4 2021 and held it in 13 quarters. The position peaked at $83.3M in Q4 2023. 805 funds tracked by Wall St. Rank hold IWV as of Q1 2025.

  • LGL Partners reported no remaining iShares Russell 3000 ETF position as of Q1 2025 after selling out during the quarter.
  • LGL Partners sold 20,179 iShares Russell 3000 ETF shares in Q1 2025, an estimated $6.74M.
  • LGL Partners first reported a position in iShares Russell 3000 ETF in Q4 2021 and held it in 13 quarters.
  • LGL Partners's iShares Russell 3000 ETF position peaked at $83.3M in Q4 2023.
  • 805 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2025.

Based on LGL Partners's 13F filing for Q1 2025, filed 15 May 2025.