Private Capital Management (Florida)’s iShares Russell 3000 ETF IWV Stock Holding History

Private Capital Management (Florida)’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
2024 Q4	–	Sell	-607	Closed	-$198K	–	148
2024 Q3	$198K	Buy	+607	New	+$191K	0.02%	132
2024 Q1	–	Sell	-872	Closed	-$239K	–	144
2023 Q4	$239K	Hold	872	–	–	0.03%	133
2023 Q3	$214K	Hold	872	–	–	0.03%	132
2023 Q2	$222K	Hold	872	–	–	0.03%	130
2023 Q1	$205K	Buy	+872	New	+$201K	0.02%	120

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Private Capital Management (Florida)'s IWV Position: Q4 2024 in Review

Private Capital Management (Florida) sold out of iShares Russell 3000 ETF (IWV) in Q4 2024, closing a stake of 607 shares — an estimated $198K sold.

Private Capital Management (Florida) first reported a position in IWV in Q1 2023 and held it in 5 quarters. The position peaked at $239K in Q4 2023. 851 funds tracked by Wall St. Rank hold IWV as of Q4 2024.

Private Capital Management (Florida) reported no remaining iShares Russell 3000 ETF position as of Q4 2024 after selling out during the quarter.
Private Capital Management (Florida) sold 607 iShares Russell 3000 ETF shares in Q4 2024, an estimated $198K.
Private Capital Management (Florida) first reported a position in iShares Russell 3000 ETF in Q1 2023 and held it in 5 quarters.
Private Capital Management (Florida)'s iShares Russell 3000 ETF position peaked at $239K in Q4 2023.
851 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2024.

Based on Private Capital Management (Florida)'s 13F filing for Q4 2024, filed 14 Feb 2025.