Evelyn Partners Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History

Evelyn Partners Asset Management’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	$3M	Buy	8,094 +9	+0.1%	+$3.48K	0.74%	40
2025 Q4	$3.13M	Buy	8,085 +7	+0.1%	+$2.69K	0.73%	42
2025 Q3	$3.06M	Hold	8,078	–	–	0.69%	43
2025 Q2	$2.84M	Buy	8,078 +7	+0.1%	+$2.27K	0.72%	39
2025 Q1	$2.56M	Buy	+8,071	New	+$2.71M	0.71%	41

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

Evelyn Partners Asset Management's IWV Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its iShares Russell 3000 ETF (IWV) stake by 0.11% in Q1 2026, buying an estimated $3.48K and bringing the position to 8,094 shares worth $3M. The position accounts for 0.74% of the portfolio, ranked #40.

Evelyn Partners Asset Management first reported a position in IWV in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.13M in Q4 2025. 868 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Evelyn Partners Asset Management held 8,094 shares of iShares Russell 3000 ETF worth $3M as of Q1 2026.
Evelyn Partners Asset Management bought 9 iShares Russell 3000 ETF shares in Q1 2026, an estimated $3.48K.
iShares Russell 3000 ETF made up 0.74% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #40 holding.
Evelyn Partners Asset Management first reported a position in iShares Russell 3000 ETF in Q1 2025 and has held it in 5 quarters since.
Evelyn Partners Asset Management's iShares Russell 3000 ETF position peaked at $3.13M in Q4 2025.
868 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

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