Bank of America
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Bank of America’s iShares Russell 3000 ETF IWV Stock Holding History

Bank of America’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 		$342M Buy
923,534
+94,283
+11% +$36.5M 0.03% 521
2025
Q4 		$321M Buy
829,251
+174,313
+27% +$66.9M 0.02% 548
2025
Q3 		$248M Sell
654,938
-48,332
-7% -$17.6M 0.02% 703
2025
Q2 		$247M Sell
703,270
-91,212
-11% -$29.6M 0.02% 688
2025
Q1 		$252M Sell
794,482
-224,227
-22% -$75.2M 0.02% 630
2024
Q4 		$341M Buy
1,018,709
+74,379
+8% +$25M 0.03% 495
2024
Q3 		$309M Buy
944,330
+11,145
+1% +$3.51M 0.02% 553
2024
Q2 		$288M Buy
933,185
+386
+0% +$115K 0.03% 531
2024
Q1 		$280M Sell
932,799
-20,188
-2% -$5.76M 0.03% 544
2023
Q4 		$261M Sell
952,987
-3,912
-0.4% -$997K 0.03% 532
2023
Q3 		$234M Buy
956,899
+20,816
+2% +$5.32M 0.03% 521
2023
Q2 		$238M Sell
936,083
-14,981
-2% -$3.6M 0.03% 544
2023
Q1 		$224M Sell
951,064
-184,551
-16% -$42.6M 0.02% 584
2022
Q4 		$251M Buy
1,135,615
+114,685
+11% +$25.5M 0.03% 518
2022
Q3 		$211M Buy
1,020,930
+57,352
+6% +$13.2M 0.03% 544
2022
Q2 		$209M Buy
963,578
+61,628
+7% +$14.6M 0.02% 562
2022
Q1 		$237M Sell
901,950
-137,279
-13% -$35.5M 0.02% 586
2021
Q4 		$288M Buy
1,039,229
+196,768
+23% +$53.3M 0.03% 524
2021
Q3 		$215M Sell
842,461
-96,568
-10% -$25.3M 0.02% 613
2021
Q2 		$240M Sell
939,029
-10,871
-1% -$2.71M 0.03% 554
2021
Q1 		$225M Sell
949,900
-58,550
-6% -$13.6M 0.03% 538
2020
Q4 		$225M Buy
1,008,450
+136,838
+16% +$28.7M 0.03% 488
2020
Q3 		$171M Sell
871,612
-178,036
-17% -$34.4M 0.02% 540
2020
Q2 		$189M Sell
1,049,648
-142,607
-12% -$24.2M 0.03% 488
2020
Q1 		$177M Buy
1,192,255
+66,034
+6% +$11.7M 0.03% 451
2019
Q4 		$212M Buy
1,126,221
+76,978
+7% +$13.9M 0.03% 479
2019
Q3 		$182M Buy
1,049,243
+6,249
+0.6% +$1.08M 0.03% 519
2019
Q2 		$180M Buy
1,042,994
+28,825
+3% +$4.89M 0.03% 523
2019
Q1 		$169M Sell
1,014,169
-665,366
-40% -$107M 0.03% 536
2018
Q4 		$247M Buy
1,679,535
+658,972
+65% +$105M 0.04% 373
2018
Q3 		$176M Buy
1,020,563
+90,081
+10% +$15.3M 0.03% 518
2018
Q2 		$151M Sell
930,482
-8,972
-1% -$1.44M 0.03% 536
2018
Q1 		$147M Sell
939,454
-482,835
-34% -$78M 0.03% 564
2017
Q4 		$225M Buy
1,422,289
+494,669
+53% +$76.3M 0.04% 416
2017
Q3 		$138M Sell
927,620
-226,021
-20% -$33M 0.02% 615
2017
Q2 		$166M Sell
1,153,641
-36,779
-3% -$5.23M 0.03% 487
2017
Q1 		$167M Sell
1,190,420
-85,867
-7% -$11.9M 0.03% 475
2016
Q4 		$170M Buy
1,276,287
+457,070
+56% +$59.3M 0.04% 453
2016
Q3 		$105M Buy
819,217
+48,042
+6% +$6.14M 0.02% 617
2016
Q2 		$95.6M Sell
771,175
-147,797
-16% -$18.1M 0.02% 643
2016
Q1 		$111M Sell
918,972
-1,326,692
-59% -$152M 0.03% 558
2015
Q4 		$270M Buy
2,245,664
+523,440
+30% +$63.6M 0.06% 312
2015
Q3 		$196M Sell
1,722,224
-14,603
-0.8% -$1.77M 0.05% 398
2015
Q2 		$215M Buy
1,736,827
+260,370
+18% +$32.8M 0.07% 300
2015
Q1 		$183M Sell
1,476,457
-497,494
-25% -$61.3M 0.06% 328
2014
Q4 		$241M Buy
1,973,951
+166,481
+9% +$19.9M 0.09% 263
2014
Q3 		$211M Sell
1,807,470
-1,045,055
-37% -$123M 0.07% 300
2014
Q2 		$336M Buy
2,852,525
+1,017,971
+55% +$116M 0.11% 198
2014
Q1 		$206M Sell
1,834,554
-212,679
-10% -$23.5M 0.08% 272
2013
Q4 		$227M Buy
2,047,233
+357,865
+21% +$38M 0.08% 255
2013
Q3 		$171M Buy
1,689,368
+22,945
+1% +$2.3M 0.07% 293
2013
Q2 		$161M Buy
+1,666,423
New +$160M 0.07% 287

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America's IWV Position: Q1 2026 in Review

Bank of America increased its iShares Russell 3000 ETF (IWV) stake by 11% in Q1 2026, buying an estimated $36.5M and bringing the position to 923,534 shares worth $342M. The position accounts for 0.03% of the portfolio, ranked #521.

Bank of America first reported a position in IWV in Q2 2013 and has held it in 52 quarters since. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Bank of America held 923,534 shares of iShares Russell 3000 ETF worth $342M as of Q1 2026.
  • Bank of America bought 94,283 iShares Russell 3000 ETF shares in Q1 2026, an estimated $36.5M.
  • iShares Russell 3000 ETF made up 0.03% of Bank of America's portfolio in Q1 2026, its #521 holding.
  • Bank of America first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 52 quarters since.
  • 867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.