ClearBridge Investments’s iShares Russell 3000 ETF IWV Stock Holding History

ClearBridge Investments’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	–	Sell	-2,399	Closed	-$928K	–	721
2025 Q4	$928K	Buy	+2,399	New	+$921K	﹤0.01%	642
2025 Q1	–	Sell	-1,266	Closed	-$423K	–	727
2024 Q4	$423K	Buy	+1,266	New	+$426K	﹤0.01%	677
2023 Q1	–	Sell	-9,339	Closed	-$2.06M	–	737
2022 Q4	$2.06M	Buy	+9,339	New	+$2.08M	﹤0.01%	616
2020 Q1	–	Sell	-916	Closed	-$174K	–	1077
2019 Q4	$174K	Buy	+916	New	+$165K	﹤0.01%	747
2019 Q3	–	Sell	-923	Closed	-$159K	–	1120
2019 Q2	$159K	Sell	923 -6	-0.6%	-$1.02K	﹤0.01%	748
2019 Q1	$155K	Sell	929 -3,149	-77%	-$505K	﹤0.01%	761
2018 Q4	$599K	Buy	4,078 +4,051	+15,004%	+$644K	﹤0.01%	712
2018 Q3	$5K	Hold	27	–	–	﹤0.01%	1085
2018 Q2	$4K	Hold	27	–	–	﹤0.01%	1063
2018 Q1	$4K	Hold	27	–	–	﹤0.01%	1061
2017 Q4	$4K	Buy	+27	New	+$4.16K	﹤0.01%	1083
2015 Q3	–	Sell	-103	Closed	-$13K	–	1189
2015 Q2	$13K	Sell	103 -99	-49%	-$12.5K	﹤0.01%	1059
2015 Q1	$25K	Sell	202 -5,829	-97%	-$718K	﹤0.01%	1037
2014 Q4	$738K	Buy	+6,031	New	+$720K	﹤0.01%	792
2014 Q1	–	Sell	-697	Closed	-$77K	–	1139
2013 Q4	$77K	Buy	+697	New	+$74K	﹤0.01%	895

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 $913M AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments's IWV Position: Q1 2026 in Review

ClearBridge Investments sold out of iShares Russell 3000 ETF (IWV) in Q1 2026, closing a stake of 2,399 shares — an estimated $928K sold.

ClearBridge Investments first reported a position in IWV in Q4 2013 and held it in 15 quarters. The position peaked at $2.06M in Q4 2022. 868 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

ClearBridge Investments reported no remaining iShares Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
ClearBridge Investments sold 2,399 iShares Russell 3000 ETF shares in Q1 2026, an estimated $928K.
ClearBridge Investments first reported a position in iShares Russell 3000 ETF in Q4 2013 and held it in 15 quarters.
ClearBridge Investments's iShares Russell 3000 ETF position peaked at $2.06M in Q4 2022.
868 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on ClearBridge Investments's 13F filing for Q1 2026, filed 13 May 2026.