DT Investment Partners’s iShares Russell 3000 ETF IWV Stock Holding History

DT Investment Partners’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	$416K	Hold	975	–	–	0.03%	112
2026 Q1	$361K	Hold	975	–	–	0.03%	112
2025 Q4	$377K	Hold	975	–	–	0.03%	110
2025 Q3	$369K	Hold	975	–	–	0.03%	109
2025 Q2	$342K	Hold	975	–	–	0.03%	116
2025 Q1	$310K	Hold	975	–	–	0.03%	125
2024 Q4	$326K	Hold	975	–	–	0.03%	121
2024 Q3	$319K	Buy	+975	New	+$307K	0.03%	128

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

DT Investment Partners's IWV Position: Q2 2026 in Review

DT Investment Partners held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 975 shares worth $416K. The position accounts for 0.03% of the portfolio, ranked #112.

DT Investment Partners first reported a position in IWV in Q3 2024 and has held it in 8 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

DT Investment Partners held 975 shares of iShares Russell 3000 ETF worth $416K as of Q2 2026.
DT Investment Partners left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.03% of DT Investment Partners's portfolio in Q2 2026, its #112 holding.
DT Investment Partners first reported a position in iShares Russell 3000 ETF in Q3 2024 and has held it in 8 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.