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 Q2	$694M	Buy	1,627,426 +783,688	+93%	+$323M	12.52%	2
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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Family Investments's IWV Position: Q2 2026 in Review

American Family Investments increased its iShares Russell 3000 ETF (IWV) stake by 93% in Q2 2026, buying an estimated $323M and bringing the position to 1,627,426 shares worth $694M. The position accounts for 12.52% of the portfolio, ranked #2.

American Family Investments first reported a position in IWV in Q2 2025 and has held it in 5 quarters since. 912 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

American Family Investments held 1,627,426 shares of iShares Russell 3000 ETF worth $694M as of Q2 2026.
American Family Investments bought 783,688 iShares Russell 3000 ETF shares in Q2 2026, an estimated $323M.
iShares Russell 3000 ETF made up 12.52% of American Family Investments's portfolio in Q2 2026, its #2 holding.
American Family Investments first reported a position in iShares Russell 3000 ETF in Q2 2025 and has held it in 5 quarters since.
912 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on American Family Investments's 13F filing for Q2 2026, filed 17 Aug 2026.