Crestwood Advisors Group’s iShares Russell 3000 ETF IWV Stock Holding History

Crestwood Advisors 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	$17.6M	Sell	41,335 -1,208	-3%	-$498K	0.26%	76
2026 Q1	$15.8M	Buy	42,543 +28	+0.1%	+$10.8K	0.27%	77
2025 Q4	$16.4M	Sell	42,515 -957	-2%	-$367K	0.27%	76
2025 Q3	$16.5M	Buy	43,472 +35	+0.1%	+$12.8K	0.28%	78
2025 Q2	$15.2M	Buy	43,437 +36	+0.1%	+$11.7K	0.27%	80
2025 Q1	$13.8M	Buy	43,401 +35	+0.1%	+$11.7K	0.26%	80
2024 Q4	$14.5M	Buy	43,366 +42	+0.1%	+$14.1K	0.27%	75
2024 Q3	$14.2M	Buy	43,324 +45	+0.1%	+$14.2K	0.27%	76
2024 Q2	$13.4M	Buy	+43,279	New	+$12.9M	0.28%	74
2024 Q1	–	Sell	-1,593	Closed	-$436K	–	425
2023 Q4	$436K	Buy	+1,593	New	+$406K	0.01%	275

Other funds holding IWV

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

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

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

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

Crestwood Advisors Group's IWV Position: Q2 2026 in Review

Crestwood Advisors Group reduced its iShares Russell 3000 ETF (IWV) stake by 2.8% in Q2 2026, selling an estimated $498K and leaving 41,335 shares worth $17.6M. The position accounts for 0.26% of the portfolio, ranked #76.

Crestwood Advisors Group first reported a position in IWV in Q4 2023 and has held it in 10 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Crestwood Advisors Group held 41,335 shares of iShares Russell 3000 ETF worth $17.6M as of Q2 2026.
Crestwood Advisors Group sold 1,208 iShares Russell 3000 ETF shares in Q2 2026, an estimated $498K.
iShares Russell 3000 ETF made up 0.26% of Crestwood Advisors Group's portfolio in Q2 2026, its #76 holding.
Crestwood Advisors Group first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 10 quarters since.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.