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Caprock Group’s iShares Russell 3000 ETF IWV Stock Holding History

Caprock 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
Q2 		$50.8M Sell
119,191
-1,535
-1% -$632K 0.97% 19
2026
Q1 		$44.8M Sell
120,726
-4,526
-4% -$1.75M 1.09% 17
2025
Q4 		$48.5M Sell
125,252
-1,624
-1% -$623K 1.02% 18
2025
Q3 		$46.6M Buy
+126,876
New +$46.3M 1.15% 12
2025
Q1 		$35.1M Buy
110,516
+4,818
+5% +$1.62M 1.07% 13
2024
Q4 		$35.3M Sell
105,698
-220
-0.2% -$74.1K 1.15% 15
2024
Q3 		$34.6M Buy
105,918
+1
+0% +$315 1.26% 12
2024
Q2 		$32.7M Buy
105,917
+4,794
+5% +$1.43M 1.33% 12
2024
Q1 		$30.3M Hold
101,123
– – 1.74% 12
2023
Q4 		$27.7M Sell
101,123
-25
-0% -$6.37K 1.77% 10
2023
Q3 		$24.9M Hold
101,148
– – 1.88% 9
2023
Q2 		$25.7M Sell
101,148
-1,504
-1% -$362K 1.89% 9
2023
Q1 		$24.2M Buy
102,652
+1,105
+1% +$255K 1.87% 10
2022
Q4 		$22.4M Sell
101,547
-2,500
-2% -$556K 2.09% 10
2022
Q3 		$21.5M Sell
104,047
-436
-0.4% -$100K 2.07% 11
2022
Q2 		$22.7M Sell
104,483
-7,870
-7% -$1.86M 2.23% 9
2022
Q1 		$29.5M Sell
112,353
-11,395
-9% -$2.95M 2.77% 8
2021
Q4 		$34.3M Sell
123,748
-15,230
-11% -$4.13M 2.83% 5
2021
Q3 		$35.4M Sell
138,978
-114
-0.1% -$29.8K 3.17% 5
2021
Q2 		$35.6M Buy
139,092
+2,614
+2% +$652K 3.24% 5
2021
Q1 		$32.4M Buy
136,478
+4,089
+3% +$950K 3.54% 5
2020
Q4 		$29.6M Hold
132,389
– – 3.37% 5
2020
Q3 		$25.9M Sell
132,389
-31,539
-19% -$6.1M 3.55% 5
2020
Q2 		$29.5M Buy
163,928
+2,272
+1% +$385K 4.44% 3
2020
Q1 		$24M Buy
+161,656
New +$28.8M 4.54% 4

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

Caprock Group's IWV Position: Q2 2026 in Review

Caprock Group reduced its iShares Russell 3000 ETF (IWV) stake by 1.3% in Q2 2026, selling an estimated $632K and leaving 119,191 shares worth $50.8M. The position accounts for 0.97% of the portfolio, ranked #19.

Caprock Group first reported a position in IWV in Q1 2020 and has held it in 25 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Caprock Group held 119,191 shares of iShares Russell 3000 ETF worth $50.8M as of Q2 2026.
  • Caprock Group sold 1,535 iShares Russell 3000 ETF shares in Q2 2026, an estimated $632K.
  • iShares Russell 3000 ETF made up 0.97% of Caprock Group's portfolio in Q2 2026, its #19 holding.
  • Caprock Group first reported a position in iShares Russell 3000 ETF in Q1 2020 and has held it in 25 quarters since.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.