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

Clark Capital Management 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 		$739K Sell
1,993
-5,372
-73% -$2.08M ﹤0.01% 335
2025
Q4 		$2.85M Buy
+7,365
New +$2.83M 0.02% 241
2025
Q2 		– Sell
-4,311
Closed -$1.37M – 446
2025
Q1 		$1.37M Sell
4,311
-35,901
-89% -$12M 0.01% 283
2024
Q4 		$13.4M Buy
+40,212
New +$13.5M 0.09% 151
2024
Q1 		– Sell
-41,157
Closed -$11.3M – 413
2023
Q4 		$11.3M Buy
41,157
+39,114
+1,915% +$9.97M 0.09% 149
2023
Q3 		$501K Buy
+2,043
New +$522K 0.01% 286
2023
Q2 		– Sell
-5,260
Closed -$1.24M – 357
2023
Q1 		$1.24M Sell
5,260
-6,191
-54% -$1.43M 0.01% 245
2022
Q4 		$2.53M Sell
11,451
-8,356
-42% -$1.86M 0.02% 195
2022
Q3 		$4.1M Buy
19,807
+7,611
+62% +$1.75M 0.05% 175
2022
Q2 		$2.65M Buy
12,196
+11,215
+1,143% +$2.66M 0.03% 187
2022
Q1 		$257K Sell
981
-1,647
-63% -$426K ﹤0.01% 344
2021
Q4 		$729K Buy
+2,628
New +$712K 0.01% 267
2021
Q1 		– Sell
-6,088
Closed -$1.36M – 355
2020
Q4 		$1.36M Buy
+6,088
New +$1.28M 0.02% 251
2020
Q2 		– Sell
-7,069
Closed -$1.05M – 320
2020
Q1 		$1.05M Buy
+7,069
New +$1.26M 0.03% 205
2019
Q1 		– Sell
-3,200
Closed -$470K – 307
2018
Q4 		$470K Buy
+3,200
New +$508K 0.01% 241
2015
Q1 		– Sell
-112,378
Closed -$13.7M – 340
2014
Q4 		$13.7M Buy
+112,378
New +$13.4M 1.26% 12

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

Clark Capital Management Group's IWV Position: Q1 2026 in Review

Clark Capital Management Group reduced its iShares Russell 3000 ETF (IWV) stake by 73% in Q1 2026, selling an estimated $2.08M and leaving 1,993 shares worth $739K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Clark Capital Management Group first reported a position in IWV in Q4 2014 and has held it in 16 quarters since. The position peaked at $13.7M in Q4 2014. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Clark Capital Management Group held 1,993 shares of iShares Russell 3000 ETF worth $739K as of Q1 2026.
  • Clark Capital Management Group sold 5,372 iShares Russell 3000 ETF shares in Q1 2026, an estimated $2.08M.
  • iShares Russell 3000 ETF made up ﹤0.01% of Clark Capital Management Group's portfolio in Q1 2026, its #335 holding.
  • Clark Capital Management Group first reported a position in iShares Russell 3000 ETF in Q4 2014 and has held it in 16 quarters since.
  • Clark Capital Management Group's iShares Russell 3000 ETF position peaked at $13.7M in Q4 2014.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.