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Cliff Asness’s iShares Russell 3000 ETF IWV Stock Holding History

Cliff Asness’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 		$63.9M Buy
149,816
+27,160
+22% +$11.2M 0.02% 753
2026
Q1 		$45.5M Buy
122,656
+19,002
+18% +$7.35M 0.02% 756
2025
Q4 		$40.1M Buy
103,654
+22,372
+28% +$8.59M 0.02% 731
2025
Q3 		$30.8M Buy
81,282
+57,270
+239% +$20.9M 0.02% 726
2025
Q2 		$8.43M Buy
24,012
+15,860
+195% +$5.15M 0.01% 1037
2025
Q1 		$2.59M Buy
8,152
+1,095
+16% +$367K ﹤0.01% 1469
2024
Q4 		$2.36M Buy
7,057
+5,244
+289% +$1.77M ﹤0.01% 1451
2024
Q3 		$592K Sell
1,813
-1,694
-48% -$533K ﹤0.01% 2087
2024
Q2 		$1.08M Buy
3,507
+2,840
+426% +$848K ﹤0.01% 1719
2024
Q1 		$200K Buy
+667
New +$190K ﹤0.01% 2252
2019
Q4 		– Sell
-1,138,771
Closed -$198M – 2148
2019
Q3 		$198M Buy
1,138,771
+6,130
+0.5% +$1.06M 0.23% 118
2019
Q2 		$195M Sell
1,132,641
-312,206
-22% -$53M 0.22% 128
2019
Q1 		$241M Hold
1,444,847
– – 0.26% 107
2018
Q4 		$212M Hold
1,444,847
– – 0.25% 107
2018
Q3 		$249M Hold
1,444,847
– – 0.24% 111
2018
Q2 		$234M Hold
1,444,847
– – 0.24% 112
2018
Q1 		$226M Hold
1,444,847
– – 0.24% 100
2017
Q4 		$229M Hold
1,444,847
– – 0.24% 112
2017
Q3 		$216M Buy
1,444,847
+37,268
+3% +$5.44M 0.26% 101
2017
Q2 		$203M Buy
1,407,579
+553
+0% +$78.6K 0.27% 91
2017
Q1 		$197M Sell
1,407,026
-12,974
-0.9% -$1.79M 0.26% 96
2016
Q4 		$189M Sell
1,420,000
-260,558
-16% -$33.8M 0.26% 92
2016
Q3 		$215M Buy
1,680,558
+1,813
+0.1% +$232K 0.33% 69
2016
Q2 		$208M Sell
1,678,745
-5,723
-0.3% -$700K 0.37% 55
2016
Q1 		$204M Buy
1,684,468
+451,298
+37% +$51.6M 0.37% 55
2015
Q4 		$148M Buy
1,233,170
+437,505
+55% +$53.2M 0.26% 104
2015
Q3 		$90.6M Buy
+795,665
New +$96.3M 0.18% 152

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

Cliff Asness's IWV Position: Q2 2026 in Review

Cliff Asness increased its iShares Russell 3000 ETF (IWV) stake by 22% in Q2 2026, buying an estimated $11.2M and bringing the position to 149,816 shares worth $63.9M. The position accounts for 0.02% of the portfolio, ranked #753.

Cliff Asness first reported a position in IWV in Q3 2015 and has held it in 27 quarters since. The position peaked at $249M in Q3 2018. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Cliff Asness held 149,816 shares of iShares Russell 3000 ETF worth $63.9M as of Q2 2026.
  • Cliff Asness bought 27,160 iShares Russell 3000 ETF shares in Q2 2026, an estimated $11.2M.
  • iShares Russell 3000 ETF made up 0.02% of Cliff Asness's portfolio in Q2 2026, its #753 holding.
  • Cliff Asness first reported a position in iShares Russell 3000 ETF in Q3 2015 and has held it in 27 quarters since.
  • Cliff Asness's iShares Russell 3000 ETF position peaked at $249M in Q3 2018.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.