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Managed Asset Portfolios’s iShares Russell 3000 ETF IWV Stock Holding History

Managed Asset Portfolios’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
-714
Closed -$239K – 53
2024
Q4 		$239K Buy
+714
New +$240K 0.04% 52

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

Managed Asset Portfolios's IWV Position: Q1 2025 in Review

Managed Asset Portfolios sold out of iShares Russell 3000 ETF (IWV) in Q1 2025, closing a stake of 714 shares — an estimated $239K sold.

Managed Asset Portfolios first reported a position in IWV in Q4 2024 and held it in 1 quarter. The position peaked at $239K in Q4 2024. 806 funds tracked by Wall St. Rank hold IWV as of Q1 2025.

  • Managed Asset Portfolios reported no remaining iShares Russell 3000 ETF position as of Q1 2025 after selling out during the quarter.
  • Managed Asset Portfolios sold 714 iShares Russell 3000 ETF shares in Q1 2025, an estimated $239K.
  • Managed Asset Portfolios first reported a position in iShares Russell 3000 ETF in Q4 2024 and held it in 1 quarter.
  • Managed Asset Portfolios's iShares Russell 3000 ETF position peaked at $239K in Q4 2024.
  • 806 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2025.

Based on Managed Asset Portfolios's 13F filing for Q1 2025, filed 12 May 2025.