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American Family Investments’s iShares Russell 3000 ETF IWV Stock Holding History

American Family Investments’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 		$313M Buy
843,738
+571,898
+210% +$221M 8.22% 4
2025
Q4 		$105M Buy
271,840
+237,322
+688% +$91.1M 3.78% 7
2025
Q3 		$13.1M Hold
34,518
– – 0.69% 8
2025
Q2 		$12.1M Buy
+34,518
New +$11.2M 0.66% 11

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Family Investments's IWV Position: Q1 2026 in Review

American Family Investments increased its iShares Russell 3000 ETF (IWV) stake by 210% in Q1 2026, buying an estimated $221M and bringing the position to 843,738 shares worth $313M. The position accounts for 8.22% of the portfolio, ranked #4.

American Family Investments first reported a position in IWV in Q2 2025 and has held it in 4 quarters since. 868 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • American Family Investments held 843,738 shares of iShares Russell 3000 ETF worth $313M as of Q1 2026.
  • American Family Investments bought 571,898 iShares Russell 3000 ETF shares in Q1 2026, an estimated $221M.
  • iShares Russell 3000 ETF made up 8.22% of American Family Investments's portfolio in Q1 2026, its #4 holding.
  • American Family Investments first reported a position in iShares Russell 3000 ETF in Q2 2025 and has held it in 4 quarters since.
  • 868 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on American Family Investments's 13F filing for Q1 2026, filed 14 May 2026.