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Brooklyn Investment Group’s iShares Russell 3000 ETF IWV Stock Holding History

Brooklyn Investment 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 		$1.26M Buy
3,393
+1,104
+48% +$427K 0.04% 448
2025
Q4 		$893K Buy
2,289
+238
+12% +$91.3K 0.04% 390
2025
Q3 		$716K Buy
2,051
+111
+6% +$40.5K 0.1% 207
2025
Q2 		$681K Buy
+1,940
New +$630K 0.09% 220

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brooklyn Investment Group's IWV Position: Q1 2026 in Review

Brooklyn Investment Group increased its iShares Russell 3000 ETF (IWV) stake by 48% in Q1 2026, buying an estimated $427K and bringing the position to 3,393 shares worth $1.26M. The position accounts for 0.04% of the portfolio, ranked #448.

Brooklyn Investment Group first reported a position in IWV in Q2 2025 and has held it in 4 quarters since. 868 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Brooklyn Investment Group held 3,393 shares of iShares Russell 3000 ETF worth $1.26M as of Q1 2026.
  • Brooklyn Investment Group bought 1,104 iShares Russell 3000 ETF shares in Q1 2026, an estimated $427K.
  • iShares Russell 3000 ETF made up 0.04% of Brooklyn Investment Group's portfolio in Q1 2026, its #448 holding.
  • Brooklyn Investment Group first reported a position in iShares Russell 3000 ETF in Q2 2025 and has held it in 4 quarters since.
  • 868 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.