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IWVIWV
Showing 8 of 27 quarters

Position history for IEQ CAPITAL, LLCIEQ CAPITAL, LLC's holdings in ISHARES RUSSELL 3000 ETF

IEQ CAPITAL, LLC holds 116,454 shares of IWV (ISHARES RUSSELL 3000 ETF), worth $49.7M as of 2026-Q2. The position was decreased (-33.4% shares). IWV represents 0.2% of IEQ CAPITAL, LLC's portfolio.

Current Value

$49.7M

Current Shares

116,454

Total Value Change

+$22.3M

Total Shares Change

+32,764

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
116,454
-33.4%
$49.7M0.2%$426.40
0
2026-Q1
Increased
174,759
+0.0%
$64.8M0.3%$387.33
35
2025-Q4
Increased
174,731
+1.8%
$67.6M0.2%$389.73
36
2025-Q3
Increased
171,591
+14.9%
$65M0.2%$376.62
40
2025-Q2
Increased
149,329
+25.5%
$52.4M0.3%$347.37
43
2025-Q1
Increased
118,995
+37.6%
$37.8M0.3%$313.50
45
2024-Q4
Increased
86,504
+3.4%
$28.9M0.3%$332.13
36
2024-Q3
Decreased
83,690
-0.6%
$27.3M0.3%$321.26
0

Other major holders of IWV: SCS Capital Management LLC, GOLDMAN SACHS GROUP INC

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