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Chicago Partners Investment Group’s iShares Russell 3000 ETF IWV Stock Holding History

Chicago Partners Investment 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
Q1 		$6.83M Buy
16,863
+1,933
+13% +$748K 0.15% 120
2025
Q4 		$5.86M Buy
14,930
+639
+4% +$245K 0.14% 134
2025
Q3 		$5.57M Sell
14,291
-2,742
-16% -$1,000K 0.15% 136
2025
Q2 		$6.15M Buy
17,033
+1
+0% +$325 0.18% 114
2025
Q1 		$5.43M Buy
17,032
+377
+2% +$126K 0.18% 119
2024
Q4 		$5.61M Sell
16,655
-217
-1% -$73K 0.19% 110
2024
Q3 		$5.55M Sell
16,872
-29
-0.2% -$9.13K 0.2% 106
2024
Q2 		$5.24M Buy
16,901
+30
+0.2% +$8.95K 0.2% 103
2024
Q1 		$4.88M Buy
16,871
+150
+0.9% +$42.8K 0.21% 107
2023
Q4 		$4.65M Sell
16,721
-1,457
-8% -$371K 0.21% 102
2023
Q3 		$4.36M Sell
18,178
-2,203
-11% -$563K 0.24% 95
2023
Q2 		$5.28M Sell
20,381
-548
-3% -$132K 0.27% 84
2023
Q1 		$4.95M Buy
20,929
+1,667
+9% +$385K 0.29% 79
2022
Q4 		$4.64M Sell
19,262
-222
-1% -$49.3K 0.28% 80
2022
Q3 		$4.28M Buy
19,484
+300
+2% +$69K 0.31% 72
2022
Q2 		$4.57M Sell
19,184
-827
-4% -$196K 0.33% 67
2022
Q1 		$4.53M Sell
20,011
-395
-2% -$102K 0.35% 65
2021
Q4 		$5.21M Sell
20,406
-3,506
-15% -$950K 0.37% 60
2021
Q3 		$6.58M Sell
23,912
-3,619
-13% -$947K 0.46% 50
2021
Q2 		$7.21M Sell
27,531
-144
-0.5% -$35.9K 0.54% 44
2021
Q1 		$6.93M Sell
27,675
-16
-0.1% -$3.72K 0.57% 41
2020
Q4 		$6.39M Sell
27,691
-449
-2% -$94.3K 0.61% 41
2020
Q3 		$5.56M Sell
28,140
-1,161
-4% -$225K 0.66% 39
2020
Q2 		$5.53M Sell
29,301
-90
-0.3% -$15.2K 0.69% 39
2020
Q1 		$4.84M Buy
29,391
+4,450
+18% +$792K 0.75% 34
2019
Q4 		$4.83M Sell
24,941
-1,827
-7% -$329K 0.6% 38
2019
Q3 		$4.71M Buy
+26,768
New +$4.64M 0.66% 36
2019
Q1 		– Sell
-74,800
Closed -$11.4M – 340
2018
Q4 		$11.4M Sell
74,800
-8,900
-11% -$1.41M 1.7% 14
2018
Q3 		$13M Sell
83,700
-1,842
-2% -$312K 1.94% 14
2018
Q2 		$13.9M Buy
85,542
+322
+0.4% +$51.8K 2.15% 12
2018
Q1 		$13.3M Sell
85,220
-30
-0% -$4.85K 2.28% 11
2017
Q4 		$13.5M Hold
85,250
– – 2.2% 10
2017
Q3 		$12.7M Sell
85,250
-91,114
-52% -$13.3M 2.17% 11
2017
Q2 		$24.4M Buy
+176,364
New +$25.1M 6.37% 1
2015
Q2 		– Sell
-1,916
Closed -$234K – 468
2015
Q1 		$234K Sell
1,916
-58,366
-97% -$7.19M 0.1% 115
2014
Q4 		$7.37M Buy
+60,282
New +$7.2M 3.12% 7

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Chicago Partners Investment Group's IWV Position: Q1 2026 in Review

Chicago Partners Investment Group increased its iShares Russell 3000 ETF (IWV) stake by 13% in Q1 2026, buying an estimated $748K and bringing the position to 16,863 shares worth $6.83M. The position accounts for 0.15% of the portfolio, ranked #120.

Chicago Partners Investment Group first reported a position in IWV in Q4 2014 and has held it in 36 quarters since. The position peaked at $24.4M in Q2 2017. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Chicago Partners Investment Group held 16,863 shares of iShares Russell 3000 ETF worth $6.83M as of Q1 2026.
  • Chicago Partners Investment Group bought 1,933 iShares Russell 3000 ETF shares in Q1 2026, an estimated $748K.
  • iShares Russell 3000 ETF made up 0.15% of Chicago Partners Investment Group's portfolio in Q1 2026, its #120 holding.
  • Chicago Partners Investment Group first reported a position in iShares Russell 3000 ETF in Q4 2014 and has held it in 36 quarters since.
  • Chicago Partners Investment Group's iShares Russell 3000 ETF position peaked at $24.4M in Q2 2017.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.