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IWV icon

Brooklyn FI’s iShares Russell 3000 ETF IWV Stock Holding History

Brooklyn FI’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 		$33.6M Buy
79,177
+1,318
+2% +$543K 6.15% 4
2026
Q1 		$28.9M Buy
77,859
+9,925
+15% +$3.84M 6.06% 4
2025
Q4 		$26.3M Sell
67,934
-8,415
-11% -$3.23M 5.62% 4
2025
Q3 		$28.9M Sell
76,349
-941
-1% -$343K 6.49% 4
2025
Q2 		$27.1M Buy
77,290
+1,295
+2% +$421K 6.95% 4
2025
Q1 		$24.3M Buy
75,995
+3,590
+5% +$1.2M 7.51% 4
2024
Q4 		$24.2M Sell
72,405
-1,054
-1% -$355K 8.05% 3
2024
Q3 		$24M Sell
73,459
-86
-0.1% -$27.1K 8.45% 3
2024
Q2 		$22.7M Buy
73,545
+1,235
+2% +$369K 8.87% 3
2024
Q1 		$21.7M Buy
72,310
+314
+0.4% +$89.6K 8.92% 2
2023
Q4 		$19.7M Buy
71,996
+3,851
+6% +$982K 9.26% 1
2023
Q3 		$16.7M Sell
68,145
-785
-1% -$201K 8.98% 2
2023
Q2 		$17.5M Buy
68,930
+26,610
+63% +$6.4M 9.56% 2
2023
Q1 		$11.7M Buy
42,320
+21,897
+107% +$5.05M 10.91% 2
2022
Q4 		$13.9M Sell
20,423
-38,800
-66% -$8.62M 9.95% 1
2022
Q3 		$12.3M Buy
59,223
+41,952
+243% +$9.65M 10.45% 1
2022
Q2 		$8.11M Sell
17,271
-13,824
-44% -$3.27M 8.02% 5
2022
Q1 		$8.16M Sell
31,095
-11,225
-27% -$2.91M 7.07% 4
2021
Q4 		$11.7M Buy
+42,320
New +$11.5M 11.03% 2

Other funds holding IWV

Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brooklyn FI's IWV Position: Q2 2026 in Review

Brooklyn FI increased its iShares Russell 3000 ETF (IWV) stake by 1.7% in Q2 2026, buying an estimated $543K and bringing the position to 79,177 shares worth $33.6M. The position accounts for 6.15% of the portfolio, ranked #4.

Brooklyn FI first reported a position in IWV in Q4 2021 and has held it in 19 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Brooklyn FI held 79,177 shares of iShares Russell 3000 ETF worth $33.6M as of Q2 2026.
  • Brooklyn FI bought 1,318 iShares Russell 3000 ETF shares in Q2 2026, an estimated $543K.
  • iShares Russell 3000 ETF made up 6.15% of Brooklyn FI's portfolio in Q2 2026, its #4 holding.
  • Brooklyn FI first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Brooklyn FI's 13F filing for Q2 2026, filed 4 Aug 2026.