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
2014
Q4 		– Sell
-1,000
Closed -$117K – 7807
2014
Q3 		$117K Sell
1,000
-5,800
-85% -$683K ﹤0.01% 5872
2014
Q2 		$801K Sell
6,800
-6,200
-48% -$705K ﹤0.01% 4176
2014
Q1 		$1.46M Buy
13,000
+7,000
+117% +$773K ﹤0.01% 3508
2013
Q4 		$664K Buy
6,000
+1,000
+20% +$106K ﹤0.01% 4498
2013
Q3 		$506K Sell
5,000
-2,200
-31% -$220K ﹤0.01% 4627
2013
Q2 		$694K Buy
+7,200
New +$689K ﹤0.01% 4420

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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.