IWV ISHARES TR RUSSELL 3000

Ownership history in SCS Capital Management LLC  ·  55 quarters on record

AI Ownership Summary

SCS Capital Management LLC reported ISHARES TR RUSSELL 3000 (IWV) in 55 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 13.27% in 2024 Q1. The latest visible filing shows IWV at 7.68% 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 SCS Capital Management LLC's position in ISHARES TR RUSSELL 3000, 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 7.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.27% in 2024 Q1

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.

How SCS Capital Management LLC held IWV — position size vs. price
% of Fund (quarterly)    IWV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,874,800 +8,384 +0.4% 7.68% $725.3M 2026-02-14 (Est.) $387.53
2025 Q3 REDUCED 1,866,416 -9,157 -0.5% 7.71% $707.3M 2025-11-13 $378.86
2025 Q2 REDUCED 1,875,573 -27,189 -1.4% 7.30% $658.3M 2025-08-13 $364.16
2025 Q1 ADDED 1,902,762 +157,444 +9.0% 7.69% $604.4M 2025-05-14 $331.17
2024 Q4 REDUCED 1,745,318 -203,003 -10.4% 12.03% $583.4M 2025-02-14 $344.19
2024 Q3 REDUCED 1,948,321 -122,349 -5.9% 12.83% $636.6M 2024-11-14 $334.44
2024 Q1 REDUCED 2,070,670 -34,662 -1.6% 13.27% $621.4M 2024-05-14 $293.10
2023 Q4 REDUCED 2,105,332 -57,325 -2.7% 13.21% $576.3M 2024-02-14 $279.11
47 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SCS Capital Management 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 SCS Capital Management LLC reported owning IWV?

SCS Capital Management LLC reported IWV across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IWV position in SCS Capital Management LLC's portfolio?

The largest reported portfolio weight for IWV was 13.27% in 2024 Q1.

What is the latest reported IWV position on this page?

The most recent filing on this page is 2025 Q4, when SCS Capital Management LLC reported 1,874,800 shares, equal to 7.68% of portfolio, with an estimated market value of $725.3M.

What does the chart on this IWV ownership page compare?

The chart compares SCS Capital Management 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.

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