Great Diamond Partners, LLC IWV — ISHARES RUSSELL 3000 ETF

Ownership history in Great Diamond Partners, LLC  ·  25 quarters on record

AI Ownership Summary

Great Diamond Partners, LLC reported ISHARES RUSSELL 3000 ETF (IWV) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.95% in 2024 Q4. The latest visible filing shows IWV at 5.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Great Diamond Partners, LLC's position in ISHARES RUSSELL 3000 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IWV was reported at 5.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.95% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWV stock page Great Diamond Partners, LLC fund profile Great Diamond Partners, LLC full holdings
How Great Diamond Partners, LLC held IWV — position size vs. price
% of Fund (quarterly)    IWV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 74,019 -2,607 -3.4% 5.51% $28.6M 2026-02-14 (Est.) $387.53
2025 Q3 REDUCED — — — 76,626 -1,658 -2.1% 5.63% $29.0M 2025-10-20 $380.00
2025 Q2 ADDED — — — 78,284 +728 +0.9% 5.80% $27.5M 2025-08-13 $364.16
2025 Q1 REDUCED — — — 77,556 -2,852 -3.5% 6.73% $24.6M 2025-05-13 $330.80
2024 Q4 REDUCED — — — 80,408 -1,758 -2.1% 6.95% $26.9M 2025-01-23 $344.29
2024 Q3 REDUCED 7.8% +3.0% ❌ 82,166 -6,914 -7.8% 6.82% $26.8M 2024-10-25 $324.46
2024 Q2 REDUCED — — — 89,080 -3,445 -3.7% 6.46% $27.5M 2024-07-29 $305.21
2024 Q1 ADDED — — — 92,525 +1,827 +2.0% 6.38% $27.8M 2024-05-08 $289.55
2023 Q4 REDUCED — — — 90,698 -921 -1.0% 6.12% $24.8M 2024-02-07 $277.97
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWV

As of 2026 Q1 — sorted by position size

TLWM 3Y 7Y 19.65% Bricktown Capital, LLC 3Y 16.24% Finley Financial, LLC 12.28% EPIQ PARTNERS, LLC 3Y 11.7% Post Resch Tallon Group Inc. 8.47% Strategic Equity Management 3Y 7.83% Evensky & Katz LLC 3Y 7Y 7.19% MONEYWISE, INC. 3Y 7Y 6.52% WHI TRUST Co LLC 4.77% jvl associates llc 3Y 3.62%

FAQ About Great Diamond Partners, LLC and IWV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Great Diamond Partners, LLC reported owning IWV?

Great Diamond Partners, LLC reported IWV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IWV position in Great Diamond Partners, LLC's portfolio?

The largest reported portfolio weight for IWV was 6.95% in 2024 Q4.

What is the latest reported IWV position on this page?

The most recent filing on this page is 2025 Q4, when Great Diamond Partners, LLC reported 74,019 shares, equal to 5.51% of portfolio, with an estimated market value of $28.6M.

What does the chart on this IWV ownership page compare?

The chart compares Great Diamond Partners, LLC's quarterly IWV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Great Diamond Partners, LLC time their IWV position?

Based on 13F filing dates vs. subsequent IWV price moves, Great Diamond Partners, LLC correctly timed 10 out of 24 reported position changes (42%). The annualised alpha on IWV relative to SPY over the holding period was -0.4%.

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