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Promus Capital’s iShares Russell 3000 ETF IWV Stock Holding History

Promus 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
Q3 		$348K Hold
918
– – 0.22% 67
2025
Q2 		$322K Hold
918
– – 0.21% 67
2025
Q1 		$292K Hold
918
– – 0.22% 60
2024
Q4 		$307K Buy
+918
New +$309K 0.24% 61

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

Promus Capital's IWV Position: Q3 2025 in Review

Promus Capital held its iShares Russell 3000 ETF (IWV) position steady in Q3 2025 at 918 shares worth $348K. The position accounts for 0.22% of the portfolio, ranked #67.

Promus Capital first reported a position in IWV in Q4 2024 and has held it in 4 quarters since. 824 funds tracked by Wall St. Rank hold IWV as of Q3 2025.

  • Promus Capital held 918 shares of iShares Russell 3000 ETF worth $348K as of Q3 2025.
  • Promus Capital left its iShares Russell 3000 ETF share count unchanged in Q3 2025.
  • iShares Russell 3000 ETF made up 0.22% of Promus Capital's portfolio in Q3 2025, its #67 holding.
  • Promus Capital first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 4 quarters since.
  • 824 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2025.

Based on Promus Capital's 13F filing for Q3 2025, filed 13 Nov 2025.