Montag & Caldwell’s iShares Russell 3000 ETF IWV Stock Holding History

Montag & Caldwell’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	-666	Closed	-$223K	–	138
2024 Q4	$223K	Buy	+666	New	+$224K	0.05%	91

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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 $5.72T AUM 30.48% 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 $377B AUM 19.32% 1-Year Est. Return

Montag & Caldwell's IWV Position: Q1 2025 in Review

Montag & Caldwell sold out of iShares Russell 3000 ETF (IWV) in Q1 2025, closing a stake of 666 shares — an estimated $223K sold.

Montag & Caldwell first reported a position in IWV in Q4 2024 and held it in 1 quarter. The position peaked at $223K in Q4 2024. 804 funds tracked by Wall St. Rank hold IWV as of Q1 2025.

Montag & Caldwell reported no remaining iShares Russell 3000 ETF position as of Q1 2025 after selling out during the quarter.
Montag & Caldwell sold 666 iShares Russell 3000 ETF shares in Q1 2025, an estimated $223K.
Montag & Caldwell first reported a position in iShares Russell 3000 ETF in Q4 2024 and held it in 1 quarter.
Montag & Caldwell's iShares Russell 3000 ETF position peaked at $223K in Q4 2024.
804 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2025.

Based on Montag & Caldwell's 13F filing for Q1 2025, filed 13 May 2025.