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Thurston Springer Miller Herd & Titak’s iShares Russell 3000 ETF IWV Stock Holding History

Thurston Springer Miller Herd & Titak’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 		– Sell
-30
Closed -$10.8K – 970
2025
Q2 		$10.8K Hold
30
– – ﹤0.01% 1127
2025
Q1 		$9.78K Hold
30
– – ﹤0.01% 1130
2024
Q4 		$10.3K Buy
+30
New +$10.1K ﹤0.01% 879

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 $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's IWV Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of iShares Russell 3000 ETF (IWV) in Q3 2025, closing a stake of 30 shares — an estimated $10.8K sold.

Thurston Springer Miller Herd & Titak first reported a position in IWV in Q4 2024 and held it in 3 quarters. The position peaked at $10.8K in Q2 2025. 825 funds tracked by Wall St. Rank hold IWV as of Q3 2025.

  • Thurston Springer Miller Herd & Titak reported no remaining iShares Russell 3000 ETF position as of Q3 2025 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 30 iShares Russell 3000 ETF shares in Q3 2025, an estimated $10.8K.
  • Thurston Springer Miller Herd & Titak first reported a position in iShares Russell 3000 ETF in Q4 2024 and held it in 3 quarters.
  • Thurston Springer Miller Herd & Titak's iShares Russell 3000 ETF position peaked at $10.8K in Q2 2025.
  • 825 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.