Campion Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History

Campion Asset Management’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	$214K	Buy	+501	New	+$206K	0.13%	80
2026 Q1	–	Sell	-535	Closed	-$207K	–	83
2025 Q4	$207K	Sell	535 -52	-9%	-$20K	0.14%	79
2025 Q3	$222K	Sell	587 -107	-15%	-$39K	0.16%	79
2025 Q2	$244K	Sell	694 -8	-1%	-$2.6K	0.18%	75
2025 Q1	$223K	Sell	702 -20	-3%	-$6.71K	0.17%	79
2024 Q4	$241K	Sell	722 -32	-4%	-$10.8K	0.18%	83
2024 Q3	$246K	Sell	754 -31	-4%	-$9.76K	0.18%	84
2024 Q2	$242K	Sell	785 -19	-2%	-$5.67K	0.19%	87
2024 Q1	$241K	Sell	804 -79	-9%	-$22.5K	0.19%	89
2023 Q4	$242K	Sell	883 -39	-4%	-$9.94K	0.2%	85
2023 Q3	$226K	Buy	922 +5	+0.5%	+$1.28K	0.21%	84
2023 Q2	$233K	Hold	917	–	–	0.21%	84
2023 Q1	$216K	Sell	917 -42	-4%	-$9.69K	0.2%	88
2022 Q4	$212K	Sell	959 -9	-0.9%	-$2K	0.21%	85
2022 Q3	$200K	Sell	968 -5	-0.5%	-$1.15K	0.21%	83
2022 Q2	$211K	Sell	973 -99	-9%	-$23.4K	0.21%	88
2022 Q1	$281K	Sell	1,072 -77	-7%	-$19.9K	0.24%	77
2021 Q4	$319K	Buy	1,149 +23	+2%	+$6.23K	0.26%	71
2021 Q3	$287K	Sell	1,126 -30	-3%	-$7.85K	0.26%	76
2021 Q2	$296K	Sell	1,156 -69	-6%	-$17.2K	0.25%	76
2021 Q1	$291K	Buy	+1,225	New	+$285K	0.22%	80

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

Campion Asset Management's IWV Position: Q2 2026 in Review

Campion Asset Management opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 501 shares worth $214K. The stake represents 0.13% of the portfolio and ranks #80 among its holdings. This is a return to the name: Campion Asset Management previously reported a position in IWV as recently as Q4 2025.

Campion Asset Management first reported a position in IWV in Q1 2021 and has held it in 21 quarters since. The position peaked at $319K in Q4 2021. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Campion Asset Management held 501 shares of iShares Russell 3000 ETF worth $214K as of Q2 2026.
iShares Russell 3000 ETF was a new Campion Asset Management position in Q2 2026.
iShares Russell 3000 ETF made up 0.13% of Campion Asset Management's portfolio in Q2 2026, its #80 holding.
Campion Asset Management first reported a position in iShares Russell 3000 ETF in Q1 2021 and has held it in 21 quarters since.
Campion Asset Management's iShares Russell 3000 ETF position peaked at $319K in Q4 2021.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Campion Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.