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Truvestments Capital’s iShares Russell 3000 ETF IWV Stock Holding History

Truvestments Capital’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 		– Sell
-149
Closed -$47.3K – 1040
2025
Q1 		$47.3K Buy
149
+50
+51% +$16.8K 0.01% 409
2024
Q4 		$33.1K Sell
99
-2
-2% -$673 0.01% 439
2024
Q3 		$33K Buy
+101
New +$31.8K 0.01% 424
2024
Q2 		– Sell
-102
Closed -$30.6K – 461
2024
Q1 		$30.6K Sell
102
-89
-47% -$25.4K 0.01% 398
2023
Q4 		$52.3K Sell
191
-3
-2% -$765 0.02% 319
2023
Q3 		$47.5K Hold
194
– – 0.02% 290
2023
Q2 		$49.4K Sell
194
-154
-44% -$37K 0.02% 294
2023
Q1 		$81.9K Sell
348
-65
-16% -$15K 0.04% 254
2022
Q4 		$91.2K Sell
413
-12
-3% -$2.67K 0.05% 256
2022
Q3 		$88K Sell
425
-11
-3% -$2.53K 0.06% 208
2022
Q2 		$95K Buy
+436
New +$103K 0.06% 209
2022
Q1 		– Sell
-568
Closed -$158K – 353
2021
Q4 		$158K Sell
568
-9
-2% -$2.44K 0.08% 177
2021
Q3 		$147K Sell
577
-61
-10% -$16K 0.08% 175
2021
Q2 		$163K Sell
638
-82
-11% -$20.4K 0.09% 163
2021
Q1 		$171K Buy
720
+10
+1% +$2.32K 0.1% 166
2020
Q4 		$158K Buy
+710
New +$149K 0.11% 162
2018
Q3 		$3K Buy
+15
New +$2.54K ﹤0.01% 776

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
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
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

Truvestments Capital's IWV Position: Q2 2025 in Review

Truvestments Capital sold out of iShares Russell 3000 ETF (IWV) in Q2 2025, closing a stake of 149 shares — an estimated $47.3K sold.

Truvestments Capital first reported a position in IWV in Q3 2018 and held it in 17 quarters. The position peaked at $171K in Q1 2021. 824 funds tracked by Wall St. Rank hold IWV as of Q2 2025.

  • Truvestments Capital reported no remaining iShares Russell 3000 ETF position as of Q2 2025 after selling out during the quarter.
  • Truvestments Capital sold 149 iShares Russell 3000 ETF shares in Q2 2025, an estimated $47.3K.
  • Truvestments Capital first reported a position in iShares Russell 3000 ETF in Q3 2018 and held it in 17 quarters.
  • Truvestments Capital's iShares Russell 3000 ETF position peaked at $171K in Q1 2021.
  • 824 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2025.

Based on Truvestments Capital's 13F filing for Q2 2025, filed 13 Aug 2025.