Badgley Phelps Wealth Managers’s iShares Russell 3000 ETF IWV Stock Holding History

Badgley Phelps Wealth Managers’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	$2.73M	Buy	7,359 +583	+9%	+$226K	0.05%	155
2025 Q4	$2.62M	Buy	6,776 +167	+3%	+$64.1K	0.05%	161
2025 Q3	$2.5M	Buy	6,609 +145	+2%	+$52.9K	0.05%	149
2025 Q2	$2.27M	Buy	6,464 +360	+6%	+$117K	0.05%	151
2025 Q1	$1.94M	Buy	6,104 +552	+10%	+$185K	0.05%	153
2024 Q4	$1.86M	Buy	5,552 +268	+5%	+$90.2K	0.04%	150
2024 Q3	$1.73M	Buy	5,284 +39	+0.7%	+$12.3K	0.04%	153
2024 Q2	$1.62M	Buy	5,245 +136	+3%	+$40.6K	0.04%	147
2024 Q1	$1.53M	Buy	5,109 +468	+10%	+$134K	0.04%	148
2023 Q4	$1.27M	Buy	4,641 +65	+1%	+$16.6K	0.03%	151
2023 Q3	$1.12M	Buy	4,576 +7	+0.2%	+$1.79K	0.04%	144
2023 Q2	$1.16M	Buy	4,569 +793	+21%	+$191K	0.04%	142
2023 Q1	$889K	Sell	3,776 -246	-6%	-$56.8K	0.03%	132
2022 Q4	$888K	Buy	4,022 +735	+22%	+$163K	0.04%	133
2022 Q3	$681K	Buy	3,287 +214	+7%	+$49.2K	0.03%	129
2022 Q2	$668K	Buy	3,073 +26	+0.9%	+$6.16K	0.03%	133
2022 Q1	$799K	Sell	3,047 -1,064	-26%	-$275K	0.03%	138
2021 Q4	$1.14M	Buy	4,111 +772	+23%	+$209K	0.04%	129
2021 Q3	$851K	Buy	+3,339	New	+$874K	0.03%	136

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Badgley Phelps Wealth Managers's IWV Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its iShares Russell 3000 ETF (IWV) stake by 8.6% in Q1 2026, buying an estimated $226K and bringing the position to 7,359 shares worth $2.73M. The position accounts for 0.05% of the portfolio, ranked #155.

Badgley Phelps Wealth Managers first reported a position in IWV in Q3 2021 and has held it in 19 quarters since. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Badgley Phelps Wealth Managers held 7,359 shares of iShares Russell 3000 ETF worth $2.73M as of Q1 2026.
Badgley Phelps Wealth Managers bought 583 iShares Russell 3000 ETF shares in Q1 2026, an estimated $226K.
iShares Russell 3000 ETF made up 0.05% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #155 holding.
Badgley Phelps Wealth Managers first reported a position in iShares Russell 3000 ETF in Q3 2021 and has held it in 19 quarters since.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.