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The Family Firm’s iShares Russell 3000 ETF IWV Stock Holding History

The Family Firm’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 		$64.7M Sell
184,423
-9,438
-5% -$3.07M 15.6% 1
2025
Q1 		$61.6M Sell
193,861
-2,896
-1% -$971K 13.75% 1
2024
Q4 		$65.8M Sell
196,757
-701,588
-78% -$236M 14.63% 1
2024
Q3 		$65.8M Buy
898,345
+42,009
+5% +$13.2M 14.41% 1
2024
Q2 		$63.3M Buy
856,336
+649,319
+314% +$194M 14.12% 1
2024
Q1 		$62.1M Sell
207,017
-8,426
-4% -$2.4M 15.14% 1
2023
Q4 		$59M Sell
215,443
-3,556
-2% -$907K 15.21% 1
2023
Q3 		$53.7M Sell
218,999
-4,164
-2% -$1.06M 15.07% 1
2023
Q2 		$56.8M Sell
223,163
-1,938
-0.9% -$466K 15.01% 1
2023
Q1 		$53M Buy
225,101
+6,931
+3% +$1.6M 14.68% 1
2022
Q4 		$48.1M Sell
218,170
-1,089
-0.5% -$242K 14.08% 1
2022
Q3 		$45.4M Sell
219,259
-5,439
-2% -$1.25M 14.51% 1
2022
Q2 		$48.8M Buy
224,698
+862
+0.4% +$204K 14.39% 1
2022
Q1 		$58.7M Sell
223,836
-1,849
-0.8% -$479K 15.39% 1
2021
Q4 		$62.6M Sell
225,685
-3,623
-2% -$981K 16.2% 1
2021
Q3 		$61.6M Sell
229,308
-3,663
-2% -$959K 16.2% 1
2021
Q2 		$59.6M Sell
232,971
-697
-0.3% -$174K 16.23% 1
2021
Q1 		$55.4M Buy
233,668
+124
+0.1% +$28.8K 16% 1
2020
Q4 		$52.9M Buy
233,544
+4,140
+2% +$870K 15.77% 1
2020
Q3 		$44.9M Sell
229,404
-7,386
-3% -$1.43M 16.09% 1
2020
Q2 		$42.6M Sell
236,790
-2,954
-1% -$501K 15.96% 1
2020
Q1 		$35.6M Sell
239,744
-7,088
-3% -$1.26M 15.13% 1
2019
Q4 		$46.5M Buy
+246,832
New +$44.5M 15.75% 1

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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 $5.72T AUM 30.48% 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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

The Family Firm's IWV Position: Q2 2025 in Review

The Family Firm reduced its iShares Russell 3000 ETF (IWV) stake by 4.9% in Q2 2025, selling an estimated $3.07M and leaving 184,423 shares worth $64.7M. The position accounts for 15.6% of the portfolio, ranked #1.

The Family Firm first reported a position in IWV in Q4 2019 and has held it in 23 quarters since. The position peaked at $65.8M in Q3 2024. 823 funds tracked by Wall St. Rank hold IWV as of Q2 2025.

  • The Family Firm held 184,423 shares of iShares Russell 3000 ETF worth $64.7M as of Q2 2025.
  • The Family Firm sold 9,438 iShares Russell 3000 ETF shares in Q2 2025, an estimated $3.07M.
  • iShares Russell 3000 ETF made up 15.6% of The Family Firm's portfolio in Q2 2025, its #1 holding.
  • The Family Firm first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 23 quarters since.
  • The Family Firm's iShares Russell 3000 ETF position peaked at $65.8M in Q3 2024.
  • 823 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.