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Berkshire Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History

Berkshire Asset Management’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 		$2.11M Hold
4,941
– – 0.08% 104
2026
Q1 		$1.83M Buy
4,941
+191
+4% +$73.9K 0.08% 107
2025
Q4 		$1.84M Hold
4,750
– – 0.08% 107
2025
Q3 		$1.8M Sell
4,750
-1,550
-25% -$565K 0.08% 122
2025
Q2 		$2.21M Sell
6,300
-516
-8% -$168K 0.1% 105
2025
Q1 		$2.19M Buy
6,816
+300
+5% +$101K 0.1% 102
2024
Q4 		$2.27M Buy
6,516
+1,700
+35% +$572K 0.11% 104
2024
Q3 		$1.49M Hold
4,816
– – 0.08% 115
2024
Q2 		$1.49M Buy
4,816
+800
+20% +$239K 0.07% 116
2024
Q1 		$1.21M Sell
4,016
-557
-12% -$159K 0.06% 115
2023
Q4 		$1.25M Buy
4,573
+1,500
+49% +$382K 0.07% 109
2023
Q3 		$753K Hold
3,073
– – 0.05% 127
2023
Q2 		$782K Hold
3,073
– – 0.05% 123
2023
Q1 		$723K Buy
3,073
+2,000
+186% +$462K 0.04% 126
2022
Q4 		$237K Hold
1,073
– – 0.02% 133
2022
Q3 		$222K Hold
1,073
– – 0.02% 203
2022
Q2 		$233K Buy
+1,073
New +$254K 0.02% 206
2022
Q1 		– Sell
-5,860
Closed -$1.63M – 220
2021
Q4 		$1.63M Buy
5,860
+1,221
+26% +$331K 0.1% 97
2021
Q3 		$1.18M Hold
4,639
– – 0.08% 112
2021
Q2 		$1.19M Buy
4,639
+773
+20% +$193K 0.08% 111
2021
Q1 		$917K Hold
3,866
– – 0.07% 120
2020
Q4 		$864K Buy
3,866
+516
+15% +$108K 0.07% 121
2020
Q3 		$656K Buy
3,350
+500
+18% +$96.7K 0.06% 104
2020
Q2 		$513K Buy
2,850
+684
+32% +$116K 0.05% 113
2020
Q1 		$321K Buy
+2,166
New +$385K 0.03% 156

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Berkshire Asset Management's IWV Position: Q2 2026 in Review

Berkshire Asset Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 4,941 shares worth $2.11M. The position accounts for 0.08% of the portfolio, ranked #104.

Berkshire Asset Management first reported a position in IWV in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.27M in Q4 2024. 586 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Berkshire Asset Management held 4,941 shares of iShares Russell 3000 ETF worth $2.11M as of Q2 2026.
  • Berkshire Asset Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.08% of Berkshire Asset Management's portfolio in Q2 2026, its #104 holding.
  • Berkshire Asset Management first reported a position in iShares Russell 3000 ETF in Q1 2020 and has held it in 25 quarters since.
  • Berkshire Asset Management's iShares Russell 3000 ETF position peaked at $2.27M in Q4 2024.
  • 586 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Berkshire Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.