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

SB 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 Q4	$224K	Buy	+578	New	+$222K	0.08%	90

Other funds holding IWV

SCM

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

RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

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

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

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

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

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

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

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

SB Capital Management's IWV Position: Q4 2025 in Review

SB Capital Management opened a new position in iShares Russell 3000 ETF (IWV) in Q4 2025: 578 shares worth $224K. The stake represents 0.08% of the portfolio and ranks #90 among its holdings.

896 funds tracked by Wall St. Rank hold IWV as of Q4 2025.

SB Capital Management held 578 shares of iShares Russell 3000 ETF worth $224K as of Q4 2025.
iShares Russell 3000 ETF was a new SB Capital Management position in Q4 2025.
iShares Russell 3000 ETF made up 0.08% of SB Capital Management's portfolio in Q4 2025, its #90 holding.
896 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2025.

Based on SB Capital Management's 13F filing for Q4 2025, filed 20 Feb 2026.