Running Point Capital Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Running Point Capital Advisors’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 Q4	$8.63M	Sell	22,315 -175	-0.8%	-$67.2K	2.35%	11
2025 Q3	$8.52M	Sell	22,490 -513	-2%	-$187K	2.28%	10
2025 Q2	$8.07M	Hold	23,003	–	–	2.23%	10
2025 Q1	$7.31M	Hold	23,003	–	–	2.32%	11
2024 Q4	$7.69M	Hold	23,003	–	–	2.63%	9
2024 Q3	$7.52M	Hold	23,003	–	–	2.9%	10
2024 Q2	$7.1M	Sell	23,003 -4	-0%	-$1.19K	2.93%	10
2024 Q1	$6.9M	Hold	23,007	–	–	3.09%	10
2023 Q4	$6.3M	Sell	23,007 -2,665	-10%	-$680K	3.07%	9
2023 Q3	$6.29M	Hold	25,672	–	–	3.65%	6
2023 Q2	$6.53M	Hold	25,672	–	–	3.66%	6
2023 Q1	$6.04M	Hold	25,672	–	–	3.66%	6
2022 Q4	$5.67M	Sell	25,672 -24	-0.1%	-$5.33K	3.48%	6
2022 Q3	$5.32M	Hold	25,696	–	–	3.52%	6
2022 Q2	$5.59M	Sell	25,696 -206	-0.8%	-$48.8K	3.59%	7
2022 Q1	$6.8M	Buy	25,902 +2,065	+9%	+$535K	3.98%	6
2021 Q4	$6.62M	Sell	23,837 -707	-3%	-$192K	3.97%	9
2021 Q3	$6.25M	Hold	24,544	–	–	2.77%	10
2021 Q2	$6.28M	Sell	24,544 -404	-2%	-$101K	2.86%	10
2021 Q1	$5.92M	Sell	24,948 -292	-1%	-$67.8K	3.27%	10
2020 Q4	$5.64M	Buy	+25,240	New	+$5.3M	3.3%	10

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 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

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

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

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Running Point Capital Advisors's IWV Position: Q4 2025 in Review

Running Point Capital Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 0.78% in Q4 2025, selling an estimated $67.2K and leaving 22,315 shares worth $8.63M. The position accounts for 2.35% of the portfolio, ranked #11.

Running Point Capital Advisors first reported a position in IWV in Q4 2020 and has held it in 21 quarters since. 896 funds tracked by Wall St. Rank hold IWV as of Q4 2025.

Running Point Capital Advisors held 22,315 shares of iShares Russell 3000 ETF worth $8.63M as of Q4 2025.
Running Point Capital Advisors sold 175 iShares Russell 3000 ETF shares in Q4 2025, an estimated $67.2K.
iShares Russell 3000 ETF made up 2.35% of Running Point Capital Advisors's portfolio in Q4 2025, its #11 holding.
Running Point Capital Advisors first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 21 quarters since.
896 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.