Cambridge Associates’s iShares Russell 3000 ETF IWV Stock Holding History

Cambridge Associates’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	$6.22M	Hold	14,597	–	–	0.09%	43
2026 Q1	$5.41M	Hold	14,597	–	–	0.09%	45
2025 Q4	$5.65M	Hold	14,597	–	–	0.09%	44
2025 Q3	$5.53M	Hold	14,597	–	–	0.1%	40
2025 Q2	$5.12M	Buy	14,597 +534	+4%	+$173K	0.11%	33
2025 Q1	$4.47M	Hold	14,063	–	–	0.13%	35
2024 Q4	$4.7M	Hold	14,063	–	–	0.15%	37
2024 Q3	$4.59M	Hold	14,063	–	–	0.17%	43
2024 Q2	$4.34M	Hold	14,063	–	–	0.2%	36
2024 Q1	$4.22M	Buy	14,063 +3,299	+31%	+$941K	0.23%	37
2023 Q4	$2.95M	Buy	+10,764	New	+$2.74M	0.18%	45
2014 Q2	–	Sell	-100,287	Closed	-$11.3M	–	15
2014 Q1	$11.3M	Hold	100,287	–	–	6.65%	6
2013 Q4	$11.1M	Buy	+100,287	New	+$10.6M	5.68%	8

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

Cambridge Associates's IWV Position: Q2 2026 in Review

Cambridge Associates held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 14,597 shares worth $6.22M. The position accounts for 0.09% of the portfolio, ranked #43.

Cambridge Associates first reported a position in IWV in Q4 2013 and has held it in 13 quarters since. The position peaked at $11.3M in Q1 2014. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Cambridge Associates held 14,597 shares of iShares Russell 3000 ETF worth $6.22M as of Q2 2026.
Cambridge Associates left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.09% of Cambridge Associates's portfolio in Q2 2026, its #43 holding.
Cambridge Associates first reported a position in iShares Russell 3000 ETF in Q4 2013 and has held it in 13 quarters since.
Cambridge Associates's iShares Russell 3000 ETF position peaked at $11.3M in Q1 2014.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Cambridge Associates's 13F filing for Q2 2026, filed 14 Aug 2026.