MAM
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MMA Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History

MMA Asset Management’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
Q4 		– Sell
-266
Closed -$101K – 242
2025
Q3 		$101K Buy
+266
New +$97K 0.03% 190
2024
Q2 		– Sell
-263
Closed -$78.9K – 178
2024
Q1 		$78.9K Buy
+263
New +$75K 0.04% 136

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMA Asset Management's IWV Position: Q4 2025 in Review

MMA Asset Management sold out of iShares Russell 3000 ETF (IWV) in Q4 2025, closing a stake of 266 shares — an estimated $101K sold.

MMA Asset Management first reported a position in IWV in Q1 2024 and held it in 2 quarters. The position peaked at $101K in Q3 2025. 896 funds tracked by Wall St. Rank hold IWV as of Q4 2025.

  • MMA Asset Management reported no remaining iShares Russell 3000 ETF position as of Q4 2025 after selling out during the quarter.
  • MMA Asset Management sold 266 iShares Russell 3000 ETF shares in Q4 2025, an estimated $101K.
  • MMA Asset Management first reported a position in iShares Russell 3000 ETF in Q1 2024 and held it in 2 quarters.
  • MMA Asset Management's iShares Russell 3000 ETF position peaked at $101K in Q3 2025.
  • 896 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2025.

Based on MMA Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.