17 Capital Partners’s iShares Russell 3000 ETF IWV Stock Holding History

17 Capital Partners’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$562K	Buy	1,515 +72	+5%	+$27.9K	0.29%	114
2025 Q4	$558K	Sell	1,443 -168	-10%	-$64.5K	0.29%	105
2025 Q3	$610K	Buy	1,611 +132	+9%	+$48.1K	0.33%	93
2025 Q2	$519K	Buy	1,479 +142	+11%	+$46.1K	0.3%	98
2025 Q1	$425K	Buy	1,337 +62	+5%	+$20.8K	0.27%	108
2024 Q4	$426K	Buy	1,275 +4	+0.3%	+$1.35K	0.27%	102
2024 Q3	$415K	Buy	1,271 +117	+10%	+$36.8K	0.27%	101
2024 Q2	$356K	Buy	1,154 +84	+8%	+$25.1K	0.25%	101
2024 Q1	$321K	Buy	1,070 +201	+23%	+$57.3K	0.24%	98
2023 Q4	$238K	Buy	+869	New	+$222K	0.22%	84

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

17 Capital Partners's IWV Position: Q1 2026 in Review

17 Capital Partners increased its iShares Russell 3000 ETF (IWV) stake by 5% in Q1 2026, buying an estimated $27.9K and bringing the position to 1,515 shares worth $562K. The position accounts for 0.29% of the portfolio, ranked #114.

17 Capital Partners first reported a position in IWV in Q4 2023 and has held it in 10 quarters since. The position peaked at $610K in Q3 2025. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

17 Capital Partners held 1,515 shares of iShares Russell 3000 ETF worth $562K as of Q1 2026.
17 Capital Partners bought 72 iShares Russell 3000 ETF shares in Q1 2026, an estimated $27.9K.
iShares Russell 3000 ETF made up 0.29% of 17 Capital Partners's portfolio in Q1 2026, its #114 holding.
17 Capital Partners first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 10 quarters since.
17 Capital Partners's iShares Russell 3000 ETF position peaked at $610K in Q3 2025.
867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on 17 Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.