AG
IWV icon

Ascent Group’s iShares Russell 3000 ETF IWV Stock Holding History

Ascent Group’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 		$750K Hold
2,022
– – 0.03% 421
2025
Q4 		$782K Sell
2,022
-127
-6% -$48.7K 0.03% 412
2025
Q3 		$814K Sell
2,149
-668
-24% -$244K 0.03% 395
2025
Q2 		$989K Buy
2,817
+9
+0.3% +$2.92K 0.04% 335
2025
Q1 		$892K Buy
+2,808
New +$941K 0.04% 349

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 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

Ascent Group's IWV Position: Q1 2026 in Review

Ascent Group held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 2,022 shares worth $750K. The position accounts for 0.03% of the portfolio, ranked #421.

Ascent Group first reported a position in IWV in Q1 2025 and has held it in 5 quarters since. The position peaked at $989K in Q2 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Ascent Group held 2,022 shares of iShares Russell 3000 ETF worth $750K as of Q1 2026.
  • Ascent Group left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
  • iShares Russell 3000 ETF made up 0.03% of Ascent Group's portfolio in Q1 2026, its #421 holding.
  • Ascent Group first reported a position in iShares Russell 3000 ETF in Q1 2025 and has held it in 5 quarters since.
  • Ascent Group's iShares Russell 3000 ETF position peaked at $989K in Q2 2025.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.