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Old Mission Capital’s iShares Russell 3000 ETF IWV Stock Holding History

Old Mission 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
-1,962
Closed -$656K – 1089
2024
Q4 		$656K Sell
1,962
-1,902
-49% -$640K 0.01% 520
2024
Q3 		$1.26M Sell
3,864
-6,736
-64% -$2.12M 0.02% 419
2024
Q2 		$3.27M Buy
+10,600
New +$3.16M 0.06% 228
2023
Q4 		– Sell
-1,500
Closed -$368K – 1499
2023
Q3 		$368K Buy
+1,500
New +$383K 0.01% 808
2022
Q3 		– Sell
-6,065
Closed -$1.32M – 1164
2022
Q2 		$1.32M Buy
+6,065
New +$1.44M 0.04% 464
2022
Q1 		– Sell
-3,600
Closed -$999K – 1484
2021
Q4 		$999K Buy
+3,600
New +$975K 0.04% 436
2021
Q3 		– Sell
-1,700
Closed -$435K – 1129
2021
Q2 		$435K Buy
1,700
+200
+13% +$49.9K 0.01% 673
2021
Q1 		$356K Buy
+1,500
New +$348K 0.02% 585
2020
Q3 		– Sell
-8,200
Closed -$1.48M – 513
2020
Q2 		$1.48M Buy
+8,200
New +$1.39M 0.11% 148
2019
Q2 		– Sell
-4,920
Closed -$820K – 301
2019
Q1 		$820K Buy
+4,920
New +$790K 0.14% 100
2018
Q4 		– Sell
-3,048
Closed -$525K – 344
2018
Q3 		$525K Buy
+3,048
New +$516K 0.09% 138
2018
Q1 		– Sell
-7,671
Closed -$1.21M – 460
2017
Q4 		$1.21M Buy
+7,671
New +$1.18M 0.08% 119

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

Old Mission Capital's IWV Position: Q1 2025 in Review

Old Mission Capital sold out of iShares Russell 3000 ETF (IWV) in Q1 2025, closing a stake of 1,962 shares — an estimated $656K sold.

Old Mission Capital first reported a position in IWV in Q4 2017 and held it in 12 quarters. The position peaked at $3.27M in Q2 2024. 806 funds tracked by Wall St. Rank hold IWV as of Q1 2025.

  • Old Mission Capital reported no remaining iShares Russell 3000 ETF position as of Q1 2025 after selling out during the quarter.
  • Old Mission Capital sold 1,962 iShares Russell 3000 ETF shares in Q1 2025, an estimated $656K.
  • Old Mission Capital first reported a position in iShares Russell 3000 ETF in Q4 2017 and held it in 12 quarters.
  • Old Mission Capital's iShares Russell 3000 ETF position peaked at $3.27M in Q2 2024.
  • 806 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2025.

Based on Old Mission Capital's 13F filing for Q1 2025, filed 15 May 2025.