A detailed history of Stonegate Investment Group, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Stonegate Investment Group, LLC holds 3,885 shares of IWV stock, worth $1.48 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,885
Previous 3,912 0.69%
Holding current value
$1.48 Million
Previous $1.37 Million 7.21%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

SELL
$351.04 - $379.81 $9,478 - $10,254
-27 Reduced 0.69%
3,885 $1.47 Million
Q1 2025

Apr 22, 2025

BUY
$313.1 - $349.83 $3,757 - $4,197
12 Added 0.31%
3,912 $1.24 Million
Q3 2024

Oct 17, 2024

SELL
$294.75 - $326.73 $31,243 - $34,633
-106 Reduced 2.65%
3,900 $1.27 Million
Q3 2023

Oct 24, 2023

BUY
$243.9 - $263.56 $3,902 - $4,216
16 Added 0.4%
4,006 $981,000
Q1 2023

Apr 20, 2023

BUY
$218.83 - $242.18 $99,348 - $109,949
454 Added 12.84%
3,990 $939,000
Q2 2022

Aug 09, 2022

BUY
$210.65 - $265.31 $744,858 - $938,136
3,536 New
3,536 $769,000

Others Institutions Holding IWV

About ISHARES RUSSELL 3000 ETF


  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
Track This Portfolio

Track Stonegate Investment Group, LLC Portfolio

Follow Stonegate Investment Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stonegate Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonegate Investment Group, LLC with notifications on news.