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

Fisher 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 Q2	$1.64M	Buy	+3,840	New	+$1.58M	﹤0.01%	634
2022 Q1	–	Sell	-1,051	Closed	-$292K	–	983
2021 Q4	$292K	Sell	1,051 -19	-2%	-$5.15K	﹤0.01%	856
2021 Q3	$273K	Buy	1,070 +82	+8%	+$21.5K	﹤0.01%	820
2021 Q2	$253K	Sell	988 -982	-50%	-$245K	﹤0.01%	840
2021 Q1	$467K	Buy	+1,970	New	+$458K	﹤0.01%	716

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

Fisher Asset Management's IWV Position: Q2 2026 in Review

Fisher Asset Management opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 3,840 shares worth $1.64M. The stake represents ﹤0.01% of the portfolio and ranks #634 among its holdings. This is a return to the name: Fisher Asset Management previously reported a position in IWV as recently as Q4 2021.

Fisher Asset Management first reported a position in IWV in Q1 2021 and has held it in 5 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Fisher Asset Management held 3,840 shares of iShares Russell 3000 ETF worth $1.64M as of Q2 2026.
iShares Russell 3000 ETF was a new Fisher Asset Management position in Q2 2026.
iShares Russell 3000 ETF made up ﹤0.01% of Fisher Asset Management's portfolio in Q2 2026, its #634 holding.
Fisher Asset Management first reported a position in iShares Russell 3000 ETF in Q1 2021 and has held it in 5 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.