CCM
IWV icon

Chilton Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History

Chilton Capital Management’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 		$316K Sell
740
-135
-15% -$55.6K 0.01% 191
2026
Q1 		$324K Sell
875
-165
-16% -$63.8K 0.01% 197
2025
Q4 		$402K Hold
1,040
– – 0.01% 178
2025
Q3 		$394K Hold
1,040
– – 0.01% 183
2025
Q2 		$365K Sell
1,040
-570
-35% -$185K 0.01% 183
2025
Q1 		$511K Sell
1,610
-630
-28% -$211K 0.02% 166
2024
Q4 		$749K Sell
2,240
-150
-6% -$50.5K 0.03% 147
2024
Q3 		$781K Hold
2,390
– – 0.03% 145
2024
Q2 		$738K Sell
2,390
-115
-5% -$34.3K 0.03% 145
2024
Q1 		$752K Hold
2,505
– – 0.04% 148
2023
Q4 		$686K Hold
2,505
– – 0.03% 149
2023
Q3 		$614K Hold
2,505
– – 0.03% 142
2023
Q2 		$637K Sell
2,505
-799
-24% -$192K 0.03% 143
2023
Q1 		$778K Sell
3,304
-30
-0.9% -$6.92K 0.04% 135
2022
Q4 		$736K Sell
3,334
-102
-3% -$22.7K 0.05% 142
2022
Q3 		$711K Buy
3,436
+102
+3% +$23.5K 0.05% 137
2022
Q2 		$725K Hold
3,334
– – 0.04% 140
2022
Q1 		$875K Sell
3,334
-21
-0.6% -$5.44K 0.05% 135
2021
Q4 		$931K Buy
3,355
+241
+8% +$65.3K 0.05% 133
2021
Q3 		$794K Hold
3,114
– – 0.04% 136
2021
Q2 		$797K Hold
3,114
– – 0.05% 139
2021
Q1 		$739K Buy
+3,114
New +$723K 0.05% 128
2014
Q1 		– Sell
-105
Closed -$11.6K – 229
2013
Q4 		$11.6K Sell
105
-100
-49% -$10.6K ﹤0.01% 321
2013
Q3 		$20.7K Sell
205
-140
-41% -$14K ﹤0.01% 290
2013
Q2 		$33K Buy
+345
New +$33K ﹤0.01% 277

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

Chilton Capital Management's IWV Position: Q2 2026 in Review

Chilton Capital Management reduced its iShares Russell 3000 ETF (IWV) stake by 15% in Q2 2026, selling an estimated $55.6K and leaving 740 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #191.

Chilton Capital Management first reported a position in IWV in Q2 2013 and has held it in 25 quarters since. The position peaked at $931K in Q4 2021. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Chilton Capital Management held 740 shares of iShares Russell 3000 ETF worth $316K as of Q2 2026.
  • Chilton Capital Management sold 135 iShares Russell 3000 ETF shares in Q2 2026, an estimated $55.6K.
  • iShares Russell 3000 ETF made up 0.01% of Chilton Capital Management's portfolio in Q2 2026, its #191 holding.
  • Chilton Capital Management first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 25 quarters since.
  • Chilton Capital Management's iShares Russell 3000 ETF position peaked at $931K in Q4 2021.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.