Citigroup
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Citigroup’s iShares Russell 3000 ETF IWV Stock Holding History

Citigroup’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
2020
Q4 		– Sell
-1,000
Closed -$196K – 7493
2020
Q3 		$196K Hold
1,000
– – ﹤0.01% 4629
2020
Q2 		$180K Buy
+1,000
New +$169K ﹤0.01% 5092

Other funds holding IWV

American Family Investments
American Family Investments Madison, Wisconsin $6.41B AUM 0.75% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pitcairn Wealth Advisors
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $901M AUM 8.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup's IWV Position: Q3 2026 in Review

Citigroup increased its iShares Russell 3000 ETF (IWV) stake by 0.19% in Q3 2026, buying an estimated $42.8K and bringing the position to 52,167 shares worth $22.5M. The position accounts for 0.01% of the portfolio, ranked #1132.

Citigroup first reported a position in IWV in Q2 2013 and has held it in 54 quarters since. 791 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • Citigroup held 52,167 shares of iShares Russell 3000 ETF worth $22.5M as of Q3 2026.
  • Citigroup bought 99 iShares Russell 3000 ETF shares in Q3 2026, an estimated $42.8K.
  • iShares Russell 3000 ETF made up 0.01% of Citigroup's portfolio in Q3 2026, its #1132 holding.
  • Citigroup first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 54 quarters since.
  • 791 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.