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Eldridge Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Eldridge Investment Advisors’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 		$350K Hold
944
– – 0.08% 126
2025
Q4 		$365K Hold
944
– – 0.08% 128
2025
Q3 		$358K Sell
944
-65
-6% -$23.7K 0.08% 131
2025
Q2 		$354K Hold
1,009
– – 0.07% 130
2025
Q1 		$321K Hold
1,009
– – 0.07% 133
2024
Q4 		$337K Sell
1,009
-355
-26% -$120K 0.08% 126
2024
Q3 		$446K Hold
1,364
– – 0.1% 114
2024
Q2 		$421K Hold
1,364
– – 0.11% 106
2024
Q1 		$409K Sell
1,364
-20
-1% -$5.71K 0.11% 112
2023
Q4 		$379K Sell
1,384
-40
-3% -$10.2K 0.1% 110
2023
Q3 		$349K Hold
1,424
– – 0.12% 107
2023
Q2 		$362K Hold
1,424
– – 0.12% 104
2023
Q1 		$335K Hold
1,424
– – 0.12% 107
2022
Q4 		$314K Sell
1,424
-85
-6% -$18.9K 0.11% 105
2022
Q3 		$312K Hold
1,509
– – 0.12% 100
2022
Q2 		$328K Sell
1,509
-85
-5% -$20.1K 0.12% 94
2022
Q1 		$418K Buy
1,594
+1
+0.1% +$259 0.14% 88
2021
Q4 		$442K Buy
1,593
+21
+1% +$5.69K 0.15% 90
2021
Q3 		$401K Hold
1,572
– – 0.14% 81
2021
Q2 		$402K Buy
1,572
+1
+0.1% +$249 0.15% 78
2021
Q1 		$373K Hold
1,571
– – 0.14% 81
2020
Q4 		$351K Buy
1,571
+104
+7% +$21.8K 0.15% 76
2020
Q3 		$287K Buy
1,467
+1
+0.1% +$193 0.14% 78
2020
Q2 		$264K Buy
1,466
+3
+0.2% +$508 0.13% 81
2020
Q1 		$217K Buy
1,463
+1
+0.1% +$178 0.12% 80
2019
Q4 		$276K Buy
1,462
+1
+0.1% +$180 0.14% 79
2019
Q3 		$254K Sell
1,461
-49
-3% -$8.5K 0.13% 80
2019
Q2 		$260K Buy
1,510
+2
+0.1% +$339 0.14% 69
2019
Q1 		$251K Buy
1,508
+1
+0.1% +$160 0.14% 70
2018
Q4 		$221K Sell
1,507
-73
-5% -$11.6K 0.14% 72
2018
Q3 		$272K Buy
+1,580
New +$268K 0.17% 55

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Eldridge Investment Advisors's IWV Position: Q1 2026 in Review

Eldridge Investment Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 944 shares worth $350K. The position accounts for 0.08% of the portfolio, ranked #126.

Eldridge Investment Advisors first reported a position in IWV in Q3 2018 and has held it in 31 quarters since. The position peaked at $446K in Q3 2024. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Eldridge Investment Advisors held 944 shares of iShares Russell 3000 ETF worth $350K as of Q1 2026.
  • Eldridge Investment Advisors left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
  • iShares Russell 3000 ETF made up 0.08% of Eldridge Investment Advisors's portfolio in Q1 2026, its #126 holding.
  • Eldridge Investment Advisors first reported a position in iShares Russell 3000 ETF in Q3 2018 and has held it in 31 quarters since.
  • Eldridge Investment Advisors's iShares Russell 3000 ETF position peaked at $446K in Q3 2024.
  • 867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.