CP
IWV icon

Canopy Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Canopy Partners’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 		$291K Hold
682
– – 0.09% 185
2026
Q1 		$253K Hold
682
– – 0.09% 193
2025
Q4 		$264K Hold
682
– – 0.09% 180
2025
Q3 		$258K Hold
682
– – 0.09% 178
2025
Q2 		$239K Hold
682
– – 0.09% 183
2025
Q1 		$217K Hold
682
– – 0.08% 186
2024
Q4 		$228K Hold
682
– – 0.09% 169
2024
Q3 		$223K Hold
682
– – 0.1% 170
2024
Q2 		$211K Hold
682
– – 0.1% 164
2024
Q1 		$205K Buy
+682
New +$195K 0.1% 178

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

Canopy Partners's IWV Position: Q2 2026 in Review

Canopy Partners held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 682 shares worth $291K. The position accounts for 0.09% of the portfolio, ranked #185.

Canopy Partners first reported a position in IWV in Q1 2024 and has held it in 10 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Canopy Partners held 682 shares of iShares Russell 3000 ETF worth $291K as of Q2 2026.
  • Canopy Partners left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.09% of Canopy Partners's portfolio in Q2 2026, its #185 holding.
  • Canopy Partners first reported a position in iShares Russell 3000 ETF in Q1 2024 and has held it in 10 quarters since.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.