Bleakley Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

Bleakley Financial 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 Q2	$6.67M	Buy	15,643 +2,433	+18%	+$1M	0.09%	192
2026 Q1	$4.9M	Buy	+13,210	New	+$5.11M	0.08%	220
2025 Q1	–	Sell	-6,779	Closed	-$2.27M	–	750
2024 Q4	$2.27M	Buy	6,779 +3,183	+89%	+$1.07M	0.07%	233
2024 Q3	$1.18M	Sell	3,596 -396	-10%	-$125K	0.04%	371
2024 Q2	$1.23M	Sell	3,992 -171	-4%	-$51K	0.04%	375
2024 Q1	$1.25M	Buy	4,163 +276	+7%	+$78.7K	0.04%	386
2023 Q4	$1.06M	Sell	3,887 -148	-4%	-$37.7K	0.03%	386
2023 Q3	$989K	Sell	4,035 -199	-5%	-$50.8K	0.03%	380
2023 Q2	$1.08M	Sell	4,234 -516	-11%	-$124K	0.03%	389
2023 Q1	$1.12M	Sell	4,750 -2,935	-38%	-$677K	0.04%	362
2022 Q4	$1.7M	Buy	+7,685	New	+$1.71M	0.06%	286

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

Bleakley Financial Group's IWV Position: Q2 2026 in Review

Bleakley Financial Group increased its iShares Russell 3000 ETF (IWV) stake by 18% in Q2 2026, buying an estimated $1M and bringing the position to 15,643 shares worth $6.67M. The position accounts for 0.09% of the portfolio, ranked #192.

Bleakley Financial Group first reported a position in IWV in Q4 2022 and has held it in 11 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Bleakley Financial Group held 15,643 shares of iShares Russell 3000 ETF worth $6.67M as of Q2 2026.
Bleakley Financial Group bought 2,433 iShares Russell 3000 ETF shares in Q2 2026, an estimated $1M.
iShares Russell 3000 ETF made up 0.09% of Bleakley Financial Group's portfolio in Q2 2026, its #192 holding.
Bleakley Financial Group first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 11 quarters since.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.