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 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

SCM

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

BlackRock New York $5.72T AUM 30.48% 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

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

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

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

Stone House Investment Management's IWV Position: Q1 2026 in Review

Stone House Investment Management reduced its iShares Russell 3000 ETF (IWV) stake by 2.4% in Q1 2026, selling an estimated $3.48K and leaving 368 shares worth $136K. The position accounts for 0.02% of the portfolio, ranked #102.

Stone House Investment Management first reported a position in IWV in Q2 2018 and has held it in 13 quarters since. The position peaked at $14.8M in Q4 2019. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Stone House Investment Management held 368 shares of iShares Russell 3000 ETF worth $136K as of Q1 2026.
Stone House Investment Management sold 9 iShares Russell 3000 ETF shares in Q1 2026, an estimated $3.48K.
iShares Russell 3000 ETF made up 0.02% of Stone House Investment Management's portfolio in Q1 2026, its #102 holding.
Stone House Investment Management first reported a position in iShares Russell 3000 ETF in Q2 2018 and has held it in 13 quarters since.
Stone House Investment Management's iShares Russell 3000 ETF position peaked at $14.8M in Q4 2019.
867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.