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

Sebold 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 Q2	$275K	Sell	784 -18	-2%	-$5.85K	0.17%	69
2025 Q1	$255K	Hold	802	–	–	0.17%	66
2024 Q4	$268K	Sell	802 -96	-11%	-$32.3K	0.18%	59
2024 Q3	$293K	Sell	898 -5	-0.6%	-$1.57K	0.19%	56
2024 Q2	$279K	Sell	903 -232	-20%	-$69.2K	0.19%	54
2024 Q1	$341K	Sell	1,135 -2	-0.2%	-$571	0.23%	53
2023 Q4	$311K	Sell	1,137 -130	-10%	-$33.1K	0.23%	51
2023 Q3	$310K	Sell	1,267 -26	-2%	-$6.64K	0.25%	51
2023 Q2	$329K	Buy	1,293 +215	+20%	+$51.7K	0.26%	51
2023 Q1	$254K	Hold	1,078	–	–	0.2%	60
2022 Q4	$238K	Buy	+1,078	New	+$240K	0.2%	60

Other funds holding IWV

SCM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sebold Capital Management's IWV Position: Q2 2025 in Review

Sebold Capital Management reduced its iShares Russell 3000 ETF (IWV) stake by 2.2% in Q2 2025, selling an estimated $5.85K and leaving 784 shares worth $275K. The position accounts for 0.17% of the portfolio, ranked #69.

Sebold Capital Management first reported a position in IWV in Q4 2022 and has held it in 11 quarters since. The position peaked at $341K in Q1 2024. 823 funds tracked by Wall St. Rank hold IWV as of Q2 2025.

Sebold Capital Management held 784 shares of iShares Russell 3000 ETF worth $275K as of Q2 2025.
Sebold Capital Management sold 18 iShares Russell 3000 ETF shares in Q2 2025, an estimated $5.85K.
iShares Russell 3000 ETF made up 0.17% of Sebold Capital Management's portfolio in Q2 2025, its #69 holding.
Sebold Capital Management first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 11 quarters since.
Sebold Capital Management's iShares Russell 3000 ETF position peaked at $341K in Q1 2024.
823 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2025.

Based on Sebold Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.