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 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

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

Crestwood Advisors Group's IWV Position: Q1 2026 in Review

Crestwood Advisors Group increased its iShares Russell 3000 ETF (IWV) stake by 0.07% in Q1 2026, buying an estimated $10.8K and bringing the position to 42,543 shares worth $15.8M. The position accounts for 0.27% of the portfolio, ranked #77.

Crestwood Advisors Group first reported a position in IWV in Q4 2023 and has held it in 9 quarters since. The position peaked at $16.5M in Q3 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Crestwood Advisors Group held 42,543 shares of iShares Russell 3000 ETF worth $15.8M as of Q1 2026.
Crestwood Advisors Group bought 28 iShares Russell 3000 ETF shares in Q1 2026, an estimated $10.8K.
iShares Russell 3000 ETF made up 0.27% of Crestwood Advisors Group's portfolio in Q1 2026, its #77 holding.
Crestwood Advisors Group first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 9 quarters since.
Crestwood Advisors Group's iShares Russell 3000 ETF position peaked at $16.5M in Q3 2025.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.