Rappaport Reiches Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History

Rappaport Reiches Capital 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 Q1	$321K	Hold	1,010	–	–	0.08%	87
2024 Q4	$337K	Sell	1,010 -45	-4%	-$15.1K	0.09%	74
2024 Q3	$345K	Sell	1,055 -33	-3%	-$10.4K	0.09%	75
2024 Q2	$336K	Hold	1,088	–	–	0.1%	71
2024 Q1	$326K	Buy	1,088 +58	+6%	+$16.5K	0.1%	77
2023 Q4	$282K	Sell	1,030 -41	-4%	-$10.5K	0.1%	64
2023 Q3	$262K	Sell	1,071 -59	-5%	-$15.1K	0.11%	61
2023 Q2	$288K	Sell	1,130 -1,296	-53%	-$312K	0.12%	63
2023 Q1	$571K	Hold	2,426	–	–	0.25%	43
2022 Q4	$535K	Hold	2,426	–	–	0.26%	40
2022 Q3	$502K	Sell	2,426 -45	-2%	-$10.4K	0.26%	39
2022 Q2	$540K	Hold	2,471	–	–	0.27%	41
2022 Q1	$653K	Hold	2,471	–	–	0.35%	35
2021 Q4	$686K	Sell	2,471 -55	-2%	-$14.9K	0.59%	27
2021 Q3	$644K	Hold	2,526	–	–	0.64%	24
2021 Q2	$646K	Buy	+2,526	New	+$630K	0.68%	27

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

Rappaport Reiches Capital Management's IWV Position: Q1 2025 in Review

Rappaport Reiches Capital Management held its iShares Russell 3000 ETF (IWV) position steady in Q1 2025 at 1,010 shares worth $321K. The position accounts for 0.08% of the portfolio, ranked #87.

Rappaport Reiches Capital Management first reported a position in IWV in Q2 2021 and has held it in 16 quarters since. The position peaked at $686K in Q4 2021. 804 funds tracked by Wall St. Rank hold IWV as of Q1 2025.

Rappaport Reiches Capital Management held 1,010 shares of iShares Russell 3000 ETF worth $321K as of Q1 2025.
Rappaport Reiches Capital Management left its iShares Russell 3000 ETF share count unchanged in Q1 2025.
iShares Russell 3000 ETF made up 0.08% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #87 holding.
Rappaport Reiches Capital Management first reported a position in iShares Russell 3000 ETF in Q2 2021 and has held it in 16 quarters since.
Rappaport Reiches Capital Management's iShares Russell 3000 ETF position peaked at $686K in Q4 2021.
804 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.