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Stone House Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History

Stone House 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
2026
Q2 		$81.9K Sell
192
-176
-48% -$72.5K 0.01% 174
2026
Q1 		$136K Sell
368
-9
-2% -$3.48K 0.02% 102
2025
Q4 		$146K Sell
377
-15,180
-98% -$5.83M 0.02% 95
2025
Q3 		$5.9M Sell
15,557
-193
-1% -$70.4K 0.99% 23
2025
Q2 		$5.53M Buy
15,750
+15,559
+8,146% +$5.05M 1.02% 24
2025
Q1 		$60.6K Sell
191
-14,291
-99% -$4.79M 0.01% 134
2024
Q4 		$4.84M Sell
14,482
-1,264
-8% -$426K 1.23% 19
2024
Q3 		$5.14M Buy
+15,746
New +$4.96M 1.06% 19
2020
Q1 		– Sell
-78,464
Closed -$14.8M – 36
2019
Q4 		$14.8M Buy
78,464
+4,344
+6% +$783K 10.8% 3
2019
Q3 		$12.9M Buy
74,120
+6,313
+9% +$1.09M 6.42% 5
2019
Q2 		$11.7M Buy
67,807
+42,135
+164% +$7.15M 6.11% 5
2019
Q1 		$4.28M Buy
+25,672
New +$4.12M 2.23% 16
2018
Q4 		– Sell
-1,210
Closed -$209K – 53
2018
Q3 		$209K Sell
1,210
-2,635
-69% -$446K 0.12% 50
2018
Q2 		$624K Buy
+3,845
New +$618K 0.4% 29

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stone House Investment Management's IWV Position: Q2 2026 in Review

Stone House Investment Management reduced its iShares Russell 3000 ETF (IWV) stake by 48% in Q2 2026, selling an estimated $72.5K and leaving 192 shares worth $81.9K. The position accounts for 0.01% of the portfolio, ranked #174.

Stone House Investment Management first reported a position in IWV in Q2 2018 and has held it in 14 quarters since. The position peaked at $14.8M in Q4 2019. 911 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Stone House Investment Management held 192 shares of iShares Russell 3000 ETF worth $81.9K as of Q2 2026.
  • Stone House Investment Management sold 176 iShares Russell 3000 ETF shares in Q2 2026, an estimated $72.5K.
  • iShares Russell 3000 ETF made up 0.01% of Stone House Investment Management's portfolio in Q2 2026, its #174 holding.
  • Stone House Investment Management first reported a position in iShares Russell 3000 ETF in Q2 2018 and has held it in 14 quarters since.
  • Stone House Investment Management's iShares Russell 3000 ETF position peaked at $14.8M in Q4 2019.
  • 911 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.