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Firestone Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History

Firestone Capital 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 		$1.38M Buy
3,729
+3
+0.1% +$1.16K 0.29% 55
2025
Q4 		$1.44M Sell
3,726
-2
-0.1% -$768 0.31% 51
2025
Q3 		$1.41M Buy
3,728
+3
+0.1% +$1.09K 0.31% 49
2025
Q2 		$1.31M Buy
3,725
+151
+4% +$49K 0.31% 48
2025
Q1 		$1.14M Buy
3,574
+3
+0.1% +$1.01K 0.3% 48
2024
Q4 		$1.19M Buy
3,571
+4
+0.1% +$1.35K 0.3% 52
2024
Q3 		$1.17M Buy
3,567
+4
+0.1% +$1.26K 0.29% 49
2024
Q2 		$1.1M Buy
3,563
+3
+0.1% +$895 0.3% 49
2024
Q1 		$1.07M Buy
3,560
+3
+0.1% +$856 0.3% 49
2023
Q4 		$974K Buy
3,557
+10
+0.3% +$2.55K 0.3% 49
2023
Q3 		$869K Hold
3,547
– – 0.3% 51
2023
Q2 		$921K Sell
3,547
-27
-0.8% -$6.49K 0.3% 51
2023
Q1 		$841K Buy
3,574
+8
+0.2% +$1.85K 0.3% 45
2022
Q4 		$787K Buy
3,566
+12
+0.3% +$2.67K 0.29% 49
2022
Q3 		$736K Hold
3,554
– – 0.3% 54
2022
Q2 		$773K Sell
3,554
-1,416
-28% -$335K 0.3% 52
2022
Q1 		$1.3M Buy
4,970
+7
+0.1% +$1.81K 0.43% 46
2021
Q4 		$1.38M Sell
4,963
-656
-12% -$178K 0.43% 45
2021
Q3 		$1.44M Hold
5,619
– – 0.48% 38
2021
Q2 		$1.44M Sell
5,619
-12
-0.2% -$2.99K 0.52% 38
2021
Q1 		$1.34M Sell
5,631
-450
-7% -$105K 0.47% 39
2020
Q4 		$1.36M Sell
6,081
-1
-0% -$210 0.52% 35
2020
Q3 		$1.19M Buy
6,082
+10
+0.2% +$1.94K 0.53% 34
2020
Q2 		$1.09M Sell
6,072
-498
-8% -$84.4K 0.51% 35
2020
Q1 		$975K Buy
6,570
+1,595
+32% +$284K 0.51% 37
2019
Q4 		$938K Buy
+4,975
New +$897K 0.4% 43

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

Firestone Capital Management's IWV Position: Q1 2026 in Review

Firestone Capital Management increased its iShares Russell 3000 ETF (IWV) stake by 0.08% in Q1 2026, buying an estimated $1.16K and bringing the position to 3,729 shares worth $1.38M. The position accounts for 0.29% of the portfolio, ranked #55.

Firestone Capital Management first reported a position in IWV in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.44M in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Firestone Capital Management held 3,729 shares of iShares Russell 3000 ETF worth $1.38M as of Q1 2026.
  • Firestone Capital Management bought 3 iShares Russell 3000 ETF shares in Q1 2026, an estimated $1.16K.
  • iShares Russell 3000 ETF made up 0.29% of Firestone Capital Management's portfolio in Q1 2026, its #55 holding.
  • Firestone Capital Management first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 26 quarters since.
  • Firestone Capital Management's iShares Russell 3000 ETF position peaked at $1.44M in Q4 2025.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Firestone Capital Management's 13F filing for Q1 2026, filed 8 May 2026.