Lindbrook Capital’s iShares Russell 3000 ETF IWV Stock Holding History

Lindbrook Capital’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	$4.23M	Buy	13,308 +1,923	+17%	+$645K	0.39%	39
2024 Q4	$3.81M	Buy	11,385 +379	+3%	+$128K	0.34%	46
2024 Q3	$3.6M	Sell	11,006 -57	-0.5%	-$17.9K	0.32%	50
2024 Q2	$3.41M	Sell	11,063 -1,235	-10%	-$369K	0.32%	53
2024 Q1	$3.69M	Sell	12,298 -100	-0.8%	-$28.5K	0.35%	54
2023 Q4	$3.39M	Buy	12,398 +2,054	+20%	+$524K	0.34%	52
2023 Q3	$2.53M	Buy	10,344 +180	+2%	+$46K	0.28%	55
2023 Q2	$2.59M	Sell	10,164 -209	-2%	-$50.3K	0.28%	60
2023 Q1	$2.44M	Buy	10,373 +590	+6%	+$136K	0.29%	54
2022 Q4	$2.16M	Buy	+9,783	New	+$2.17M	0.27%	65

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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 $6.73T AUM 46.02% 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 $445B AUM 25.58% 1-Year Est. Return

Lindbrook Capital's IWV Position: Q1 2025 in Review

Lindbrook Capital increased its iShares Russell 3000 ETF (IWV) stake by 17% in Q1 2025, buying an estimated $645K and bringing the position to 13,308 shares worth $4.23M. The position accounts for 0.39% of the portfolio, ranked #39.

Lindbrook Capital first reported a position in IWV in Q4 2022 and has held it in 10 quarters since. 804 funds tracked by Wall St. Rank hold IWV as of Q1 2025.

Lindbrook Capital held 13,308 shares of iShares Russell 3000 ETF worth $4.23M as of Q1 2025.
Lindbrook Capital bought 1,923 iShares Russell 3000 ETF shares in Q1 2025, an estimated $645K.
iShares Russell 3000 ETF made up 0.39% of Lindbrook Capital's portfolio in Q1 2025, its #39 holding.
Lindbrook Capital first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 10 quarters since.
804 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.