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Diamond Hill Capital’s IWV Holdings & Trades

First Buy
Q4 2015
Duration Held
9 Quarters
Largest Add
Q4 2015
+41,830 Shares
Current Position
578 Shares
$223,599 Value

Diamond Hill Capital's IWV Position Overview

Diamond Hill Capital (via Diamond Hill Capital Management INC) currently holds 578 shares of iShares Russell 3000 ETF (IWV) worth $223,599, representing 0.00% of the portfolio. First purchased in 2015-Q4, this medium-term investment has been held for 9 quarters.

Based on 13F filings, Diamond Hill Capital has maintained a strategic position in IWV, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2018, adding 38,720 shares. Largest reduction occurred in Q1 2016, reducing 41,830 shares.

Analysis based on 13F filings available since 2013 Q2

Diamond Hill Capital's iShares Russell 3000 ETF (IWV) Holding Value Over Time

Track share changes against reported price movement

Quarterly iShares Russell 3000 ETF (IWV) Trades by Diamond Hill Capital

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +578 New Buy 578 $386.85
Q1 2023 -9,644 Sold Out 0 $0.00
Q4 2022 +9,644 New Buy 9,644 $220.68
Q1 2019 -38,720 Sold Out 0 $0.00
Q4 2018 +38,720 New Buy 38,720 $146.93
Q1 2018 -2,703 Sold Out 0 $0.00
Q4 2017 +2,703 New Buy 2,703 $158.34
Q1 2016 -41,830 Sold Out 0 $0.00
Q4 2015 +41,830 New Buy 41,830 $120.32

Diamond Hill Capital's iShares Russell 3000 ETF Investment FAQs

Diamond Hill Capital first purchased iShares Russell 3000 ETF (IWV) in Q4 2015, acquiring 41,830 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Diamond Hill Capital has held iShares Russell 3000 ETF (IWV) for 9 quarters since Q4 2015.

Diamond Hill Capital's largest addition to iShares Russell 3000 ETF (IWV) was in Q4 2015, adding 41,830 shares worth $5.03 M.

According to the latest 13F filing for Q4 2025, Diamond Hill Capital's firm, Diamond Hill Capital Management INC, owns 578 shares of iShares Russell 3000 ETF (IWV), valued at approximately $223,599.

As of the Q4 2025 filing, iShares Russell 3000 ETF (IWV) represents approximately 0.00% of Diamond Hill Capital's publicly disclosed stock portfolio, making it one of their key holdings.

Diamond Hill Capital's peak holding in iShares Russell 3000 ETF (IWV) was 41,830 shares, as reported at the end of Q4 2015.