Bawa N Mallick Trust’s iShares Russell 3000 ETF IWV Stock Holding History

Bawa N Mallick Trust’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 Q2	$298K	Hold	700	–	–	0.1%	68
2026 Q1	$259K	Hold	700	–	–	0.11%	63
2025 Q4	$271K	Hold	700	–	–	0.1%	66
2025 Q3	$265K	Hold	700	–	–	0.1%	66
2025 Q2	$246K	Hold	700	–	–	0.1%	65
2025 Q1	$222K	Hold	700	–	–	0.11%	64
2024 Q4	$234K	Buy	+700	New	+$236K	0.1%	65

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

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

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bawa N Mallick Trust's IWV Position: Q2 2026 in Review

Bawa N Mallick Trust held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 700 shares worth $298K. The position accounts for 0.1% of the portfolio, ranked #68.

Bawa N Mallick Trust first reported a position in IWV in Q4 2024 and has held it in 7 quarters since. 905 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Bawa N Mallick Trust held 700 shares of iShares Russell 3000 ETF worth $298K as of Q2 2026.
Bawa N Mallick Trust left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.1% of Bawa N Mallick Trust's portfolio in Q2 2026, its #68 holding.
Bawa N Mallick Trust first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
905 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.