Stonegate Investment Group’s iShares Russell 3000 ETF IWV Stock Holding History

Stonegate Investment Group’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 Q3	$1.47M	Sell	3,885 -27	-0.7%	-$9.85K	0.03%	152
2025 Q2	$1.37M	Hold	3,912	–	–	0.03%	153
2025 Q1	$1.24M	Buy	3,912 +12	+0.3%	+$4.02K	0.03%	142
2024 Q4	$1.3M	Hold	3,900	–	–	0.03%	138
2024 Q3	$1.27M	Sell	3,900 -106	-3%	-$33.4K	0.03%	153
2024 Q2	$1.24M	Hold	4,006	–	–	0.04%	152
2024 Q1	$1.2M	Hold	4,006	–	–	0.04%	149
2023 Q4	$1.1M	Hold	4,006	–	–	0.04%	153
2023 Q3	$982K	Buy	4,006 +16	+0.4%	+$4.09K	0.04%	150
2023 Q2	$1.02M	Hold	3,990	–	–	0.04%	159
2023 Q1	$939K	Buy	3,990 +454	+13%	+$105K	0.04%	164
2022 Q4	$780K	Hold	3,536	–	–	0.03%	166
2022 Q3	$732K	Hold	3,536	–	–	0.03%	151
2022 Q2	$769K	Buy	+3,536	New	+$837K	0.03%	151

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

BlackRock New York $5.72T AUM 30.48% 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

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

Stonegate Investment Group's IWV Position: Q3 2025 in Review

Stonegate Investment Group reduced its iShares Russell 3000 ETF (IWV) stake by 0.69% in Q3 2025, selling an estimated $9.85K and leaving 3,885 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #152.

Stonegate Investment Group first reported a position in IWV in Q2 2022 and has held it in 14 quarters since. 824 funds tracked by Wall St. Rank hold IWV as of Q3 2025.

Stonegate Investment Group held 3,885 shares of iShares Russell 3000 ETF worth $1.47M as of Q3 2025.
Stonegate Investment Group sold 27 iShares Russell 3000 ETF shares in Q3 2025, an estimated $9.85K.
iShares Russell 3000 ETF made up 0.03% of Stonegate Investment Group's portfolio in Q3 2025, its #152 holding.
Stonegate Investment Group first reported a position in iShares Russell 3000 ETF in Q2 2022 and has held it in 14 quarters since.
824 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.