iShares Russell 3000 ETF (IWV)
Empowered Funds LLC Reduces Stake in iShares Russell 3000 ETF $IWV
Empowered Funds LLC reduced its stake in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) by 37.4% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,390 shares of the company's stock after selling 2,029 shares during the quarter. Empowered Funds LLC's
Anchyra Partners LLC Invests $4.90 Million in iShares Russell 3000 ETF $IWV
Anchyra Partners LLC acquired a new position in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 12,666 shares of the company's stock, valued at approximately $4,900,000. iShares Russell 3000 ETF makes up approximately
Calamos Wealth Management LLC Cuts Stake in iShares Russell 3000 ETF $IWV
Calamos Wealth Management LLC reduced its stake in iShares Russell 3000 ETF (NYSEARCA:IWV) by 11.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 157,379 shares of the company's stock after selling 20,741 shares during the period.
Apella Capital LLC Boosts Holdings in iShares Russell 3000 ETF $IWV
Apella Capital LLC boosted its position in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) by 328.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 26,542 shares of the company's stock after acquiring an additional 20,350 shares during the period.
Allspring Global Investments Holdings LLC Sells 1,585 Shares of iShares Russell 3000 ETF $IWV
Allspring Global Investments Holdings LLC reduced its holdings in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) by 5.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 26,066 shares of the company's stock after selling 1,585 shares during the
1,715 Shares in iShares Russell 3000 ETF $IWV Acquired by ASL Financial LLC
ASL Financial LLC acquired a new stake in iShares Russell 3000 ETF (NYSEARCA:IWV) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,715 shares of the company's stock, valued at approximately $663,000. Several other hedge
Brookstone Capital Management Sells 7,369 Shares of iShares Russell 3000 ETF $IWV
Brookstone Capital Management reduced its holdings in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) by 13.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 47,919 shares of the company's stock after selling 7,369 shares during the quarter. Brookstone Capital
Captrust Financial Advisors Cuts Holdings in iShares Russell 3000 ETF $IWV
Captrust Financial Advisors decreased its stake in iShares Russell 3000 ETF (NYSEARCA:IWV) by 0.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 224,940 shares of the company's stock after selling 1,333 shares during the period. Captrust Financial Advisors owned about
Blair William & Co. IL Lowers Holdings in iShares Russell 3000 ETF $IWV
Blair William and Co. IL trimmed its position in iShares Russell 3000 ETF (NYSEARCA:IWV) by 1.4% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 195,652 shares of the company's stock after selling 2,756 shares during the period.
iShares Russell 3000 ETF $IWV is Bricktown Capital LLC’s 3rd Largest Position
Bricktown Capital LLC grew its position in iShares Russell 3000 ETF (NYSEARCA:IWV) by 12.3% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 200,520 shares of the company's stock after acquiring an additional 22,000 shares during the period. iShares Russell 3000 ETF
Brookstone Capital Management Has $20.95 Million Position in iShares Russell 3000 ETF $IWV
Brookstone Capital Management boosted its holdings in iShares Russell 3000 ETF (NYSEARCA:IWV) by 4.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 55,288 shares of the company's stock after buying an additional 2,133 shares during the
Acropolis Investment Management LLC Acquires 1,655 Shares of iShares Russell 3000 ETF $IWV
Acropolis Investment Management LLC raised its holdings in iShares Russell 3000 ETF (NYSEARCA:IWV) by 236.4% during the undefined quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,355 shares of the company's stock after buying an additional 1,655 shares during the quarter. Acropolis Investment Management
3,707 Shares in iShares Russell 3000 ETF $IWV Purchased by Cambridge Financial Group LLC
Cambridge Financial Group LLC acquired a new position in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 3,707 shares of the company's stock, valued at approximately $1,405,000. Other hedge funds also recently
Geneos Wealth Management Inc. Has $45.86 Million Stake in iShares Russell 3000 ETF $IWV
Geneos Wealth Management Inc. boosted its stake in iShares Russell 3000 ETF (NYSEARCA:IWV) by 29.4% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 130,645 shares of the company's stock after buying an additional 29,679 shares during the period.
iShares Russell 3000 ETF $IWV Shares Sold by Brown Advisory Inc.
Brown Advisory Inc. lessened its stake in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) by 16.3% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 37,757 shares of the company's stock after selling 7,342 shares during the period. Brown
17 Capital Partners LLC Has $519,000 Stock Holdings in iShares Russell 3000 ETF $IWV
17 Capital Partners LLC lifted its stake in iShares Russell 3000 ETF (NYSEARCA:IWV) by 10.6% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,479 shares of the company's stock after purchasing an additional 142 shares during the quarter. 17 Capital Partners
IWV: Derisking By Broadening Exposure To The Wider Market
The iShares Russell 3000 ETF offers broad market exposure but is rated Hold due to better alternatives. IWV provides more diversification than S&P 500 funds like IVV, with less concentration in top holdings and tech sector weight. Despite its diversification, IWV's yield is lower than IVV's, and its dividend growth has slowed in recent years.
The Case For The IWV ETF
Diversification is key, and the iShares Russell 3000 ETF offers broad exposure to 98% of the U.S. equity market. Buying during sharp market downturns, as seen in April 2025, has historically proven optimal for long-term investors. IWV's blended performance and attractive long-term returns make it a strong candidate for portfolio core holdings.
IWV: Future Performance Will Likely Remain Slightly Inferior To The S&P 500 Index
The iShares Russell 3000 ETF has slightly underperformed the S&P 500 index in the past and is expected to continue to do so in the future. IWV's inclusion of mid-cap and small-cap stocks has impacted its long-term performance, as these stocks tend to deliver inferior returns compared to large-cap stocks in the long run. IWV has a higher expense ratio than its peer fund, Vanguard Russell 3000 ETF.
IWV: Perhaps A Better Core Equity Allocation Now
iShares Russell 3000 ETF offers exposure to a wide range of U.S. companies, making it a suitable investment for long-term growth. The IWV ETF is largely driven by the same large-cap stocks that drive the S&P 500, including Apple, Microsoft, Amazon, Nvidia, and Alphabet. IWV has a high expense ratio compared to its peers, but it provides diversification and has historically shown strong price growth.