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Citizens Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

Citizens Financial 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
Q2 		$23.4M Buy
54,790
+593
+1% +$244K 0.28% 70
2026
Q1 		$20.1M Sell
54,197
-2,143
-4% -$829K 0.28% 76
2025
Q4 		$21.8M Sell
56,340
-837
-1% -$321K 0.29% 69
2025
Q3 		$21.7M Sell
57,177
-548
-0.9% -$200K 0.3% 68
2025
Q2 		$20.3M Sell
57,725
-3,792
-6% -$1.23M 0.33% 68
2025
Q1 		$19.5M Buy
61,517
+8,081
+15% +$2.71M 0.39% 61
2024
Q4 		$17.9M Buy
53,436
+3,622
+7% +$1.22M 0.35% 63
2024
Q3 		$16.3M Buy
49,814
+3,108
+7% +$978K 0.33% 65
2024
Q2 		$14.4M Buy
46,706
+32,846
+237% +$9.8M 0.32% 65
2024
Q1 		$4.16M Sell
13,860
-42
-0.3% -$12K 0.14% 111
2023
Q4 		$3.81M Buy
13,902
+8,705
+168% +$2.22M 0.13% 123
2023
Q3 		$1.28M Buy
5,197
+980
+23% +$250K 0.05% 163
2023
Q2 		$1.07M Buy
4,217
+11
+0.3% +$2.65K 0.04% 213
2023
Q1 		$990K Buy
4,206
+15
+0.4% +$3.46K 0.04% 223
2022
Q4 		$925K Buy
4,191
+20
+0.5% +$4.44K 0.04% 200
2022
Q3 		$864K Buy
4,171
+19
+0.5% +$4.37K 0.04% 207
2022
Q2 		$903K Buy
+4,152
New +$983K 0.04% 211

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

Citizens Financial Group's IWV Position: Q2 2026 in Review

Citizens Financial Group increased its iShares Russell 3000 ETF (IWV) stake by 1.1% in Q2 2026, buying an estimated $244K and bringing the position to 54,790 shares worth $23.4M. The position accounts for 0.28% of the portfolio, ranked #70.

Citizens Financial Group first reported a position in IWV in Q2 2022 and has held it in 17 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Citizens Financial Group held 54,790 shares of iShares Russell 3000 ETF worth $23.4M as of Q2 2026.
  • Citizens Financial Group bought 593 iShares Russell 3000 ETF shares in Q2 2026, an estimated $244K.
  • iShares Russell 3000 ETF made up 0.28% of Citizens Financial Group's portfolio in Q2 2026, its #70 holding.
  • Citizens Financial Group first reported a position in iShares Russell 3000 ETF in Q2 2022 and has held it in 17 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.