EARNEST Partners’s iShares Russell 3000 ETF IWV Stock Holding History

EARNEST 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 Q1	–	Sell	-576	Closed	-$223K	–	302
2025 Q4	$223K	Buy	+576	New	+$221K	﹤0.01%	291
2025 Q1	–	Sell	-1,932	Closed	-$646K	–	290
2024 Q4	$646K	Buy	+1,932	New	+$650K	﹤0.01%	251
2023 Q4	–	Sell	-92	Closed	-$22.5K	–	692
2023 Q3	$22.5K	Buy	+92	New	+$23.5K	﹤0.01%	473
2023 Q2	–	Sell	-3	Closed	-$706	–	1176
2023 Q1	$706	Buy	+3	New	+$692	﹤0.01%	1103
2022 Q4	–	Sell	-416	Closed	-$86K	–	1179
2022 Q3	$86K	Sell	416 -2,999	-88%	-$690K	﹤0.01%	293
2022 Q2	$742K	Buy	3,415 +3,387	+12,096%	+$802K	﹤0.01%	231
2022 Q1	$0	Sell	28 -47	-63%	-$12.2K	﹤0.01%	1168
2021 Q4	$0	Buy	+75	New	+$20.3K	﹤0.01%	1182
2021 Q1	–	Sell	-1,104	Closed	-$247K	–	1187
2020 Q4	$247K	Buy	+1,104	New	+$232K	﹤0.01%	236
2020 Q1	–	Sell	-1,077	Closed	–	–	1141
2019 Q4	$0	Buy	+1,077	New	+$194K	﹤0.01%	1175
2019 Q1	–	Sell	-786	Closed	–	–	1187
2018 Q4	$0	Buy	+786	New	+$125K	﹤0.01%	1199

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

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

EARNEST Partners's IWV Position: Q1 2026 in Review

EARNEST Partners sold out of iShares Russell 3000 ETF (IWV) in Q1 2026, closing a stake of 576 shares — an estimated $223K sold.

EARNEST Partners first reported a position in IWV in Q4 2018 and held it in 11 quarters. The position peaked at $742K in Q2 2022. 868 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

EARNEST Partners reported no remaining iShares Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
EARNEST Partners sold 576 iShares Russell 3000 ETF shares in Q1 2026, an estimated $223K.
EARNEST Partners first reported a position in iShares Russell 3000 ETF in Q4 2018 and held it in 11 quarters.
EARNEST Partners's iShares Russell 3000 ETF position peaked at $742K in Q2 2022.
868 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on EARNEST Partners's 13F filing for Q1 2026, filed 15 May 2026.