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IWV icon

AlTi Global’s iShares Russell 3000 ETF IWV Stock Holding History

AlTi Global’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
Q2 		$17.2M Buy
40,240
+213
+0.5% +$87.8K 0.35% 41
2026
Q1 		$14.8M Buy
40,027
+115
+0.3% +$44.5K 0.32% 41
2025
Q4 		$15.4M Sell
39,912
-4
-0% -$1.53K 0.33% 42
2025
Q3 		$15.1M Sell
39,916
-178
-0.4% -$64.9K 0.35% 42
2025
Q2 		$14.1M Sell
40,094
-1,121
-3% -$364K 0.35% 41
2025
Q1 		$13.1M Sell
41,215
-4,792
-10% -$1.61M 0.34% 39
2024
Q4 		$15.4M Buy
46,007
+238
+0.5% +$80.1K 0.37% 37
2024
Q3 		$15M Buy
45,769
+1,343
+3% +$423K 0.36% 35
2024
Q2 		$13.7M Sell
44,426
-580
-1% -$173K 0.37% 33
2024
Q1 		$13.5M Buy
45,006
+1,151
+3% +$328K 0.38% 31
2023
Q4 		$12M Buy
+43,855
New +$11.2M 0.37% 34

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AlTi Global's IWV Position: Q2 2026 in Review

AlTi Global increased its iShares Russell 3000 ETF (IWV) stake by 0.53% in Q2 2026, buying an estimated $87.8K and bringing the position to 40,240 shares worth $17.2M. The position accounts for 0.35% of the portfolio, ranked #41.

AlTi Global first reported a position in IWV in Q4 2023 and has held it in 11 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • AlTi Global held 40,240 shares of iShares Russell 3000 ETF worth $17.2M as of Q2 2026.
  • AlTi Global bought 213 iShares Russell 3000 ETF shares in Q2 2026, an estimated $87.8K.
  • iShares Russell 3000 ETF made up 0.35% of AlTi Global's portfolio in Q2 2026, its #41 holding.
  • AlTi Global first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.