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Anchor Capital Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Anchor Capital Advisors’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 		– Sell
-1,640
Closed -$634K – 261
2025
Q4 		$634K Buy
+1,640
New +$629K 0.02% 200
2025
Q1 		– Sell
-1,182
Closed -$395K – 248
2024
Q4 		$395K Buy
1,182
+283
+31% +$95.3K 0.01% 216
2024
Q3 		$294K Buy
+899
New +$283K 0.01% 221

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 $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Anchor Capital Advisors's IWV Position: Q1 2026 in Review

Anchor Capital Advisors sold out of iShares Russell 3000 ETF (IWV) in Q1 2026, closing a stake of 1,640 shares — an estimated $634K sold.

Anchor Capital Advisors first reported a position in IWV in Q3 2024 and held it in 3 quarters. The position peaked at $634K in Q4 2025. 870 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Anchor Capital Advisors reported no remaining iShares Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
  • Anchor Capital Advisors sold 1,640 iShares Russell 3000 ETF shares in Q1 2026, an estimated $634K.
  • Anchor Capital Advisors first reported a position in iShares Russell 3000 ETF in Q3 2024 and held it in 3 quarters.
  • Anchor Capital Advisors's iShares Russell 3000 ETF position peaked at $634K in Q4 2025.
  • 870 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Anchor Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.