Cresset Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History

Cresset Asset Management’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	$47.2M	Buy	127,395 +9,794	+8%	+$3.79M	0.2%	80
2025 Q4	$45.5M	Sell	117,601 -736	-0.6%	-$282K	0.19%	79
2025 Q3	$44.8M	Buy	118,337 +107	+0.1%	+$39K	0.2%	77
2025 Q2	$41.5M	Sell	118,230 -473	-0.4%	-$154K	0.21%	75
2025 Q1	$37.7M	Buy	118,703 +13,502	+13%	+$4.53M	0.19%	85
2024 Q4	$35.2M	Sell	105,201 -42,645	-29%	-$14.4M	0.17%	88
2024 Q3	$48.3M	Buy	147,846 +26,723	+22%	+$8.41M	0.19%	80
2024 Q2	$37.4M	Buy	121,123 +16,266	+16%	+$4.85M	0.16%	95
2024 Q1	$31.5M	Buy	104,857 +10,064	+11%	+$2.87M	0.15%	95
2023 Q4	$25.9M	Buy	94,793 +356	+0.4%	+$90.8K	0.16%	98
2023 Q3	$23.2M	Sell	94,437 -230	-0.2%	-$58.8K	0.09%	111
2023 Q2	$24.1M	Buy	94,667 +17,701	+23%	+$4.26M	0.03%	157
2023 Q1	$18.1M	Sell	76,966 -177,889	-70%	-$41.1M	0.36%	51
2022 Q4	$56.2M	Buy	254,855 +219	+0.1%	+$48.7K	0.71%	26
2022 Q3	$52.7M	Sell	254,636 -7,357	-3%	-$1.69M	0.67%	20
2022 Q2	$54.2M	Buy	261,993 +20,305	+8%	+$4.81M	0.67%	20
2022 Q1	$63.4M	Sell	241,688 -3,245	-1%	-$840K	0.66%	20
2021 Q4	$68M	Buy	244,933 +53,978	+28%	+$14.6M	0.66%	23
2021 Q3	$48.7M	Buy	190,955 +218	+0.1%	+$57.1K	0.65%	20
2021 Q2	$48.8M	Sell	190,737 -86	-0%	-$21.4K	0.69%	19
2021 Q1	$45.3M	Buy	190,823 +280	+0.1%	+$65K	0.72%	18
2020 Q4	$42.6M	Buy	190,543 +7,437	+4%	+$1.56M	0.69%	18
2020 Q3	$35.8M	Buy	183,106 +1,764	+1%	+$341K	0.67%	18
2020 Q2	$32.7M	Sell	181,342 -1,576	-0.9%	-$267K	0.72%	18
2020 Q1	$27.1M	Hold	182,918	–	–	0.83%	18
2019 Q4	$34.5M	Sell	182,918 -549	-0.3%	-$99K	0.93%	16
2019 Q3	$31.9M	Sell	183,467 -428	-0.2%	-$74.2K	0.98%	15
2019 Q2	$31.7M	Sell	183,895 -1,575	-0.8%	-$267K	0.99%	14
2019 Q1	$30.9M	Buy	185,470 +161,867	+686%	+$26M	1.2%	14
2018 Q4	$3.47M	Buy	+23,603	New	+$3.75M	0.21%	31

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $1.09B AUM

UMC

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cresset Asset Management's IWV Position: Q1 2026 in Review

Cresset Asset Management increased its iShares Russell 3000 ETF (IWV) stake by 8.3% in Q1 2026, buying an estimated $3.79M and bringing the position to 127,395 shares worth $47.2M. The position accounts for 0.2% of the portfolio, ranked #80.

Cresset Asset Management first reported a position in IWV in Q4 2018 and has held it in 30 quarters since. The position peaked at $68M in Q4 2021. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Cresset Asset Management held 127,395 shares of iShares Russell 3000 ETF worth $47.2M as of Q1 2026.
Cresset Asset Management bought 9,794 iShares Russell 3000 ETF shares in Q1 2026, an estimated $3.79M.
iShares Russell 3000 ETF made up 0.2% of Cresset Asset Management's portfolio in Q1 2026, its #80 holding.
Cresset Asset Management first reported a position in iShares Russell 3000 ETF in Q4 2018 and has held it in 30 quarters since.
Cresset Asset Management's iShares Russell 3000 ETF position peaked at $68M in Q4 2021.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.