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
2014 Q4	–	Sell	-1,300	Closed	-$152K	–	7806
2014 Q3	$152K	Sell	1,300 -2,000	-61%	-$236K	﹤0.01%	5645
2014 Q2	$389K	Sell	3,300 -6,600	-67%	-$750K	﹤0.01%	4866
2014 Q1	$1.11M	Buy	+9,900	New	+$1.09M	﹤0.01%	3790
2013 Q4	–	Sell	-2,000	Closed	-$202K	–	8005
2013 Q3	$202K	Sell	2,000 -4,000	-67%	-$401K	﹤0.01%	5436
2013 Q2	$578K	Buy	+6,000	New	+$574K	﹤0.01%	4612

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M 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

LPL Financial San Diego, California $445B AUM 25.58% 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. 868 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.
868 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.