C
IWV icon

Certuity’s iShares Russell 3000 ETF IWV Stock Holding History

Certuity’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 		$4.14M Sell
9,720
-559
-5% -$230K 0.2% 67
2026
Q1 		$3.81M Buy
10,279
+16
+0.2% +$6.19K 0.25% 69
2025
Q4 		$3.97M Buy
10,263
+22
+0.2% +$8.44K 0.25% 59
2025
Q3 		$3.88M Sell
10,241
-154
-1% -$56.2K 0.27% 59
2025
Q2 		$3.65M Buy
10,395
+20
+0.2% +$6.5K 0.34% 52
2025
Q1 		$3.3M Buy
10,375
+20
+0.2% +$6.71K 0.35% 56
2024
Q4 		$3.46M Buy
10,355
+24
+0.2% +$8.08K 0.38% 54
2024
Q3 		$3.38M Buy
10,331
+26
+0.3% +$8.18K 0.36% 54
2024
Q2 		$3.18M Buy
10,305
+20
+0.2% +$5.97K 0.25% 54
2024
Q1 		$3.09M Buy
10,285
+669
+7% +$191K 0.27% 52
2023
Q4 		$2.63M Buy
9,616
+70
+0.7% +$17.8K 0.27% 56
2023
Q3 		$2.34M Sell
9,546
-4,123
-30% -$1.05M 0.28% 56
2023
Q2 		$3.48M Buy
13,669
+23
+0.2% +$5.53K 0.4% 40
2023
Q1 		$3.21M Buy
13,646
+32
+0.2% +$7.39K 0.47% 35
2022
Q4 		$3M Sell
13,614
-447
-3% -$99.3K 0.48% 32
2022
Q3 		$2.91M Buy
14,061
+44
+0.3% +$10.1K 0.68% 20
2022
Q2 		$3.05M Buy
14,017
+27
+0.2% +$6.39K 0.79% 22
2022
Q1 		$3.67M Buy
13,990
+27
+0.2% +$6.99K 0.79% 21
2021
Q4 		$3.88M Sell
13,963
-2,531
-15% -$686K 0.83% 19
2021
Q3 		$4.21M Buy
16,494
+14,976
+987% +$3.92M 0.84% 18
2021
Q2 		$388K Sell
1,518
-1,935
-56% -$482K 0.09% 172
2021
Q1 		$819K Sell
3,453
-65
-2% -$15.1K 0.22% 75
2020
Q4 		$786K Hold
3,518
– – 0.25% 65
2020
Q3 		$689K Hold
3,518
– – 0.27% 68
2020
Q2 		$633K Sell
3,518
-316
-8% -$53.5K 0.29% 57
2020
Q1 		$569K Buy
3,834
+1,518
+66% +$270K 0.32% 54
2019
Q4 		$437K Buy
+2,316
New +$417K 0.21% 87

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

Certuity's IWV Position: Q2 2026 in Review

Certuity reduced its iShares Russell 3000 ETF (IWV) stake by 5.4% in Q2 2026, selling an estimated $230K and leaving 9,720 shares worth $4.14M. The position accounts for 0.2% of the portfolio, ranked #67.

Certuity first reported a position in IWV in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.21M in Q3 2021. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Certuity held 9,720 shares of iShares Russell 3000 ETF worth $4.14M as of Q2 2026.
  • Certuity sold 559 iShares Russell 3000 ETF shares in Q2 2026, an estimated $230K.
  • iShares Russell 3000 ETF made up 0.2% of Certuity's portfolio in Q2 2026, its #67 holding.
  • Certuity first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 27 quarters since.
  • Certuity's iShares Russell 3000 ETF position peaked at $4.21M in Q3 2021.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.