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Sheets Smith Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History

Sheets Smith Investment 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 		– Sell
-1,044
Closed -$332K – 75
2025
Q1 		$332K Sell
1,044
-15,825
-94% -$5.31M 0.33% 38
2024
Q4 		$5.64M Buy
+16,869
New +$5.68M 4.78% 5
2022
Q4 		$4.45M Buy
+18,869
New +$4.19M 4.88% 2
2022
Q2 		$5.46M Buy
22,333
+786
+4% +$186K 6.35% 2
2022
Q1 		$5.65M Buy
21,547
+374
+2% +$96.8K 6.95% 4
2021
Q4 		$5.88M Buy
+21,173
New +$5.74M 4.17% 6
2020
Q4 		$4.11M Buy
+18,379
New +$3.86M 3.71% 6

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sheets Smith Investment Management's IWV Position: Q2 2025 in Review

Sheets Smith Investment Management sold out of iShares Russell 3000 ETF (IWV) in Q2 2025, closing a stake of 1,044 shares — an estimated $332K sold.

Sheets Smith Investment Management first reported a position in IWV in Q4 2020 and held it in 7 quarters. The position peaked at $5.88M in Q4 2021. 823 funds tracked by Wall St. Rank hold IWV as of Q2 2025.

  • Sheets Smith Investment Management reported no remaining iShares Russell 3000 ETF position as of Q2 2025 after selling out during the quarter.
  • Sheets Smith Investment Management sold 1,044 iShares Russell 3000 ETF shares in Q2 2025, an estimated $332K.
  • Sheets Smith Investment Management first reported a position in iShares Russell 3000 ETF in Q4 2020 and held it in 7 quarters.
  • Sheets Smith Investment Management's iShares Russell 3000 ETF position peaked at $5.88M in Q4 2021.
  • 823 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2025.

Based on Sheets Smith Investment Management's 13F filing for Q2 2025, filed 8 Oct 2025.