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Armbruster Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History

Armbruster Capital Management’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 		$785K Buy
1,840
+10
+0.5% +$4.12K 0.12% 68
2026
Q1 		$678K Buy
1,830
+11
+0.6% +$4.25K 0.11% 74
2025
Q4 		$704K Buy
1,819
+9
+0.5% +$3.45K 0.12% 72
2025
Q3 		$686K Buy
1,810
+9
+0.5% +$3.28K 0.12% 73
2025
Q2 		$632K Buy
1,801
+136
+8% +$44.2K 0.11% 73
2025
Q1 		$529K Sell
1,665
-1,065
-39% -$357K 0.11% 81
2024
Q4 		$913K Sell
2,730
-19
-0.7% -$6.4K 0.19% 58
2024
Q3 		$898K Sell
2,749
-21
-0.8% -$6.61K 0.18% 56
2024
Q2 		$855K Sell
2,770
-21
-0.8% -$6.27K 0.18% 55
2024
Q1 		$838K Sell
2,791
-46
-2% -$13.1K 0.18% 51
2023
Q4 		$777K Sell
2,837
-1
-0% -$255 0.18% 51
2023
Q3 		$696K Sell
2,838
-61
-2% -$15.6K 0.18% 52
2023
Q2 		$738K Sell
2,899
-17
-0.6% -$4.09K 0.18% 51
2023
Q1 		$687K Sell
2,916
-90
-3% -$20.8K 0.18% 52
2022
Q4 		$663K Sell
3,006
-3,266
-52% -$726K 0.17% 51
2022
Q3 		$1.3M Sell
6,272
-714
-10% -$164K 0.37% 37
2022
Q2 		$1.52M Sell
6,986
-3,497
-33% -$828K 0.41% 38
2022
Q1 		$2.75M Sell
10,483
-23,320
-69% -$6.04M 0.66% 32
2021
Q4 		$9.38M Buy
+33,803
New +$9.16M 2.15% 12
2018
Q2 		– Sell
-1,204
Closed -$188K – 137
2018
Q1 		$188K Hold
1,204
– – 0.09% 67
2017
Q4 		$190K Hold
1,204
– – 0.09% 71
2017
Q3 		$180K Hold
1,204
– – 0.09% 66
2017
Q2 		$173K Hold
1,204
– – 0.09% 69
2017
Q1 		$168K Hold
1,204
– – 0.09% 68
2016
Q4 		$160K Hold
1,204
– – 0.09% 72
2016
Q3 		$154K Hold
1,204
– – 0.1% 74
2016
Q2 		$149K Buy
+1,204
New +$147K 0.1% 75

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

Armbruster Capital Management's IWV Position: Q2 2026 in Review

Armbruster Capital Management increased its iShares Russell 3000 ETF (IWV) stake by 0.55% in Q2 2026, buying an estimated $4.12K and bringing the position to 1,840 shares worth $785K. The position accounts for 0.12% of the portfolio, ranked #68.

Armbruster Capital Management first reported a position in IWV in Q2 2016 and has held it in 27 quarters since. The position peaked at $9.38M in Q4 2021. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Armbruster Capital Management held 1,840 shares of iShares Russell 3000 ETF worth $785K as of Q2 2026.
  • Armbruster Capital Management bought 10 iShares Russell 3000 ETF shares in Q2 2026, an estimated $4.12K.
  • iShares Russell 3000 ETF made up 0.12% of Armbruster Capital Management's portfolio in Q2 2026, its #68 holding.
  • Armbruster Capital Management first reported a position in iShares Russell 3000 ETF in Q2 2016 and has held it in 27 quarters since.
  • Armbruster Capital Management's iShares Russell 3000 ETF position peaked at $9.38M in Q4 2021.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.