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Moloney Securities Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History

Moloney Securities 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
Q3 		$581K Buy
1,533
+1
+0.1% +$365 0.07% 255
2025
Q2 		$538K Hold
1,532
– – 0.07% 256
2025
Q1 		$487K Sell
1,532
-32
-2% -$10.7K 0.07% 255
2024
Q4 		$523K Buy
1,564
+104
+7% +$35K 0.07% 255
2024
Q3 		$477K Hold
1,460
– – 0.06% 288
2024
Q2 		$451K Buy
1,460
+621
+74% +$185K 0.07% 284
2024
Q1 		$252K Buy
+839
New +$239K 0.04% 373

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Moloney Securities Asset Management's IWV Position: Q3 2025 in Review

Moloney Securities Asset Management increased its iShares Russell 3000 ETF (IWV) stake by 0.07% in Q3 2025, buying an estimated $365 and bringing the position to 1,533 shares worth $581K. The position accounts for 0.07% of the portfolio, ranked #255.

Moloney Securities Asset Management first reported a position in IWV in Q1 2024 and has held it in 7 quarters since. 824 funds tracked by Wall St. Rank hold IWV as of Q3 2025.

  • Moloney Securities Asset Management held 1,533 shares of iShares Russell 3000 ETF worth $581K as of Q3 2025.
  • Moloney Securities Asset Management bought 1 iShares Russell 3000 ETF share in Q3 2025, an estimated $365.
  • iShares Russell 3000 ETF made up 0.07% of Moloney Securities Asset Management's portfolio in Q3 2025, its #255 holding.
  • Moloney Securities Asset Management first reported a position in iShares Russell 3000 ETF in Q1 2024 and has held it in 7 quarters since.
  • 824 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.