Chevy Chase Trust’s iShares Russell 3000 ETF IWV Stock Holding History

Chevy Chase Trust’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 Q3	$249K	Buy	+578	New	+$250K	﹤0.01%	634
2020 Q1	–	Sell	-350	Closed	-$66K	–	820
2019 Q4	$66K	Buy	+350	New	+$63.1K	﹤0.01%	780
2019 Q1	–	Sell	-375	Closed	-$55K	–	690
2018 Q4	$55K	Buy	+375	New	+$59.6K	﹤0.01%	690
2015 Q2	–	Sell	-1,666	Closed	-$206K	–	682
2015 Q1	$206K	Hold	1,666	–	–	﹤0.01%	647
2014 Q4	$204K	Buy	+1,666	New	+$199K	﹤0.01%	666
2014 Q3	–	Sell	-2,265	Closed	-$267K	–	714
2014 Q2	$267K	Sell	2,265 -562	-20%	-$63.9K	﹤0.01%	646
2014 Q1	$318K	Buy	2,827 +245	+9%	+$27K	﹤0.01%	621
2013 Q4	$286K	Sell	2,582 -454	-15%	-$48.2K	﹤0.01%	621
2013 Q3	$307K	Sell	3,036 -589	-16%	-$59K	﹤0.01%	615
2013 Q2	$349K	Buy	+3,625	New	+$347K	﹤0.01%	604

Other funds holding IWV

American Family Investments Madison, Wisconsin $6.41B AUM 0.75% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $901M AUM 8.48% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Chevy Chase Trust's IWV Position: Q3 2026 in Review

Chevy Chase Trust opened a new position in iShares Russell 3000 ETF (IWV) in Q3 2026: 578 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #634 among its holdings. This is a return to the name: Chevy Chase Trust previously reported a position in IWV as recently as Q4 2019.

Chevy Chase Trust first reported a position in IWV in Q2 2013 and has held it in 10 quarters since. The position peaked at $349K in Q2 2013. 791 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

Chevy Chase Trust held 578 shares of iShares Russell 3000 ETF worth $249K as of Q3 2026.
iShares Russell 3000 ETF was a new Chevy Chase Trust position in Q3 2026.
iShares Russell 3000 ETF made up ﹤0.01% of Chevy Chase Trust's portfolio in Q3 2026, its #634 holding.
Chevy Chase Trust first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 10 quarters since.
Chevy Chase Trust's iShares Russell 3000 ETF position peaked at $349K in Q2 2013.
791 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Chevy Chase Trust's 13F filing for Q3 2026, filed 13 Nov 2026.