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Little House Capital’s iShares Russell 3000 ETF IWV Stock Holding History

Little House 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 		– Sell
-615
Closed -$206K – 143
2024
Q4 		$206K Hold
615
– – 0.06% 109
2024
Q3 		$201K Buy
+615
New +$194K 0.06% 109
2024
Q1 		– Sell
-929
Closed -$254K – 134
2023
Q4 		$254K Buy
929
+20
+2% +$5.1K 0.09% 110
2023
Q3 		$223K Buy
909
+3
+0.3% +$767 0.09% 111
2023
Q2 		$231K Buy
+906
New +$218K 0.1% 103
2023
Q1 		– Sell
-1,847
Closed -$408K – 120
2022
Q4 		$408K Sell
1,847
-14,731
-89% -$3.27M 0.2% 88
2022
Q3 		$3.43M Buy
16,578
+4,620
+39% +$1.06M 1.83% 14
2022
Q2 		$2.6M Buy
11,958
+10,919
+1,051% +$2.59M 1.4% 22
2022
Q1 		$273K Buy
1,039
+109
+12% +$28.2K 0.14% 124
2021
Q4 		$258K Hold
930
– – 0.14% 129
2021
Q3 		$237K Sell
930
-123
-12% -$32.2K 0.14% 130
2021
Q2 		$269K Buy
+1,053
New +$262K 0.15% 124
2021
Q1 		– Sell
-1,728
Closed -$386K – 129
2020
Q4 		$386K Sell
1,728
-11,287
-87% -$2.37M 0.28% 76
2020
Q3 		$2.55M Sell
13,015
-111
-0.8% -$21.5K 2.12% 8
2020
Q2 		$2.36M Sell
13,126
-1,428
-10% -$242K 2.18% 9
2020
Q1 		$2.16M Buy
+14,554
New +$2.59M 2.35% 11

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

Little House Capital's IWV Position: Q1 2025 in Review

Little House Capital sold out of iShares Russell 3000 ETF (IWV) in Q1 2025, closing a stake of 615 shares — an estimated $206K sold.

Little House Capital first reported a position in IWV in Q1 2020 and held it in 16 quarters. The position peaked at $3.43M in Q3 2022. 805 funds tracked by Wall St. Rank hold IWV as of Q1 2025.

  • Little House Capital reported no remaining iShares Russell 3000 ETF position as of Q1 2025 after selling out during the quarter.
  • Little House Capital sold 615 iShares Russell 3000 ETF shares in Q1 2025, an estimated $206K.
  • Little House Capital first reported a position in iShares Russell 3000 ETF in Q1 2020 and held it in 16 quarters.
  • Little House Capital's iShares Russell 3000 ETF position peaked at $3.43M in Q3 2022.
  • 805 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2025.

Based on Little House Capital's 13F filing for Q1 2025, filed 25 Apr 2025.