Bessemer Group
IWV icon

Bessemer Group’s iShares Russell 3000 ETF IWV Stock Holding History

Bessemer Group’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 		$42.6M Sell
114,847
-29,865
-21% -$11.6M 0.07% 202
2025
Q4 		$56M Sell
144,712
-24,602
-15% -$9.44M 0.09% 185
2025
Q3 		$64.2M Buy
169,314
+3,481
+2% +$1.27M 0.1% 176
2025
Q2 		$58.2M Sell
165,833
-17
-0% -$5.52K 0.09% 179
2025
Q1 		$52.7M Hold
165,850
– – 0.09% 178
2024
Q4 		$55.4M Sell
165,850
-7,230
-4% -$2.43M 0.09% 177
2024
Q3 		$56.5M Sell
173,080
-310
-0.2% -$97.6K 0.09% 179
2024
Q2 		$53.5M Hold
173,390
– – 0.09% 182
2024
Q1 		$52M Sell
173,390
-308
-0.2% -$87.9K 0.09% 194
2023
Q4 		$47.5M Hold
173,698
– – 0.09% 195
2023
Q3 		$42.6M Sell
173,698
-483
-0.3% -$123K 0.09% 192
2023
Q2 		$44.3M Hold
174,181
– – 0.09% 192
2023
Q1 		$41M Hold
174,181
– – 0.1% 190
2022
Q4 		$38.4M Hold
174,181
– – 0.09% 188
2022
Q3 		$36.1M Sell
174,181
-1,957
-1% -$450K 0.09% 186
2022
Q2 		$38.3M Buy
176,138
+308
+0.2% +$72.9K 0.1% 184
2022
Q1 		$46.1M Hold
175,830
– – 0.1% 181
2021
Q4 		$48.8M Buy
175,830
+483
+0.3% +$131K 0.1% 169
2021
Q3 		$44.7M Hold
175,347
– – 0.1% 183
2021
Q2 		$44.9M Sell
175,347
-608
-0.3% -$152K 0.1% 184
2021
Q1 		$41.7M Sell
175,955
-4,645
-3% -$1.08M 0.1% 183
2020
Q4 		$40.4M Buy
180,600
+45
+0% +$9.45K 0.11% 177
2020
Q3 		$35.3M Sell
180,555
-1,520
-0.8% -$294K 0.1% 169
2020
Q2 		$32.8M Sell
182,075
-1,471
-0.8% -$249K 0.1% 164
2020
Q1 		$27.2M Buy
183,546
+1,063
+0.6% +$189K 0.11% 161
2019
Q4 		$34.4M Hold
182,483
– – 0.11% 170
2019
Q3 		$31.7M Hold
182,483
– – 0.11% 168
2019
Q2 		$31.5M Sell
182,483
-243
-0.1% -$41.2K 0.11% 178
2019
Q1 		$30.5M Sell
182,726
-4,447
-2% -$714K 0.12% 159
2018
Q4 		$27.5M Sell
187,173
-12,005
-6% -$1.91M 0.12% 155
2018
Q3 		$34.3M Hold
199,178
– – 0.13% 136
2018
Q2 		$32.3M Sell
199,178
-1,820
-0.9% -$293K 0.13% 137
2018
Q1 		$31.4M Buy
200,998
+11,210
+6% +$1.81M 0.12% 142
2017
Q4 		$30M Buy
189,788
+150,606
+384% +$23.2M 0.12% 137
2017
Q3 		$5.85M Hold
39,182
– – 0.02% 266
2017
Q2 		$5.64M Sell
39,182
-773
-2% -$110K 0.02% 272
2017
Q1 		$5.59M Sell
39,955
-18,930
-32% -$2.61M 0.02% 312
2016
Q4 		$7.83M Buy
58,885
+33,928
+136% +$4.4M 0.04% 260
2016
Q3 		$3.2M Hold
24,957
– – 0.02% 350
2016
Q2 		$3.1M Hold
24,957
– – 0.02% 345
2016
Q1 		$3.02M Hold
24,957
– – 0.02% 345
2015
Q4 		$3M Sell
24,957
-2,657
-10% -$323K 0.02% 352
2015
Q3 		$3.15M Sell
27,614
-3,915
-12% -$474K 0.02% 333
2015
Q2 		$3.91M Sell
31,529
-368,700
-92% -$46.4M 0.02% 316
2015
Q1 		$49.6M Hold
400,229
– – 0.25% 118
2014
Q4 		$48.9M Buy
400,229
+368,700
+1,169% +$44M 0.26% 120
2014
Q3 		$3.68M Sell
31,529
-1,958
-6% -$231K 0.02% 281
2014
Q2 		$3.94M Hold
33,487
– – 0.02% 261
2014
Q1 		$3.76M Hold
33,487
– – 0.03% 243
2013
Q4 		$3.71M Hold
33,487
– – 0.03% 248
2013
Q3 		$3.39M Sell
33,487
-66,357
-66% -$6.65M 0.03% 250
2013
Q2 		$9.63M Buy
+99,844
New +$9.56M 0.09% 148

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Bessemer Group's IWV Position: Q1 2026 in Review

Bessemer Group reduced its iShares Russell 3000 ETF (IWV) stake by 21% in Q1 2026, selling an estimated $11.6M and leaving 114,847 shares worth $42.6M. The position accounts for 0.07% of the portfolio, ranked #202.

Bessemer Group first reported a position in IWV in Q2 2013 and has held it in 52 quarters since. The position peaked at $64.2M in Q3 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Bessemer Group held 114,847 shares of iShares Russell 3000 ETF worth $42.6M as of Q1 2026.
  • Bessemer Group sold 29,865 iShares Russell 3000 ETF shares in Q1 2026, an estimated $11.6M.
  • iShares Russell 3000 ETF made up 0.07% of Bessemer Group's portfolio in Q1 2026, its #202 holding.
  • Bessemer Group first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Bessemer Group's iShares Russell 3000 ETF position peaked at $64.2M in Q3 2025.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.