IWV — IShares TR Russell

Ownership history in STRATEGIC INVESTMENT MANAGEMENT, LLC  ·  90 quarters on record

This page tracks every 13F SEC filing in which STRATEGIC INVESTMENT MANAGEMENT, LLC reported a position in IShares TR Russell (IWV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
68.19% (2003 Q4)
Avg. % of fund
12.59%
First filed
2001 Q4
Last filed
2025 Q4
Quarters held
90
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 47,841 -14,670 -23.5% 9.38% $18.5M $386.85
2025 Q3 REDUCED 62,511 -1,680 -2.6% 12.81% $23.7M $377.88
2025 Q2 REDUCED 64,191 -58,010 -47.5% 12.07% $22.5M $349.15
2025 Q1 REDUCED 122,201 -11,060 -8.3% 15.59% $38.8M $315.14
86 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWV price (monthly, adj. close)

Other funds also holding IWV

As of 2025 Q4 — sorted by position size

TLWM 3Y 7Y 19.91% UNC Management Company, Inc. 3Y 18.44% PENNINGTON PARTNERS & CO., LLC 15.14% Bricktown Capital, LLC 3Y 13.12% EPIQ PARTNERS, LLC 3Y 11.34% PITCAIRN CO 3Y 7Y 10.21% FFT WEALTH MANAGEMENT LLC 3Y 7Y 10.07% Bakala Capital LLC 9.45% Post Resch Tallon Group Inc. 8.81% Compass Financial Group, Inc. 3Y 7Y 8.81%
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