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von Borstel & Associates’s iShares Russell 3000 ETF IWV Stock Holding History

von Borstel & Associates’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
Q4 		– Sell
-584
Closed -$225K – 92
2025
Q3 		$225K Buy
+584
New +$213K 0.03% 156

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 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
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

von Borstel & Associates's IWV Position: Q4 2025 in Review

von Borstel & Associates sold out of iShares Russell 3000 ETF (IWV) in Q4 2025, closing a stake of 584 shares — an estimated $225K sold.

von Borstel & Associates first reported a position in IWV in Q3 2025 and held it in 1 quarter. The position peaked at $225K in Q3 2025. 896 funds tracked by Wall St. Rank hold IWV as of Q4 2025.

  • von Borstel & Associates reported no remaining iShares Russell 3000 ETF position as of Q4 2025 after selling out during the quarter.
  • von Borstel & Associates sold 584 iShares Russell 3000 ETF shares in Q4 2025, an estimated $225K.
  • von Borstel & Associates first reported a position in iShares Russell 3000 ETF in Q3 2025 and held it in 1 quarter.
  • von Borstel & Associates's iShares Russell 3000 ETF position peaked at $225K in Q3 2025.
  • 896 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.