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

Fort Washington 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
Q2 		$4M Sell
9,379
-26
-0.3% -$10.7K 0.02% 246
2026
Q1 		$3.49M Hold
9,405
– – 0.02% 252
2025
Q4 		$3.64M Buy
9,405
+2
+0% +$768 0.02% 242
2025
Q3 		$3.56M Buy
9,403
+37
+0.4% +$13.5K 0.02% 238
2025
Q2 		$3.29M Sell
9,366
-24
-0.3% -$7.79K 0.02% 239
2025
Q1 		$2.98M Sell
9,390
-29
-0.3% -$9.72K 0.02% 237
2024
Q4 		$3.15M Hold
9,419
– – 0.02% 234
2024
Q3 		$3.08M Hold
9,419
– – 0.02% 235
2024
Q2 		$2.91M Sell
9,419
-18
-0.2% -$5.37K 0.02% 236
2024
Q1 		$2.83M Buy
9,437
+12
+0.1% +$3.42K 0.02% 244
2023
Q4 		$2.58M Sell
9,425
-65,347
-87% -$16.7M 0.02% 238
2023
Q3 		$18.3M Buy
74,772
+3
+0% +$767 0.14% 141
2023
Q2 		$19M Sell
74,769
-48
-0.1% -$11.5K 0.14% 139
2023
Q1 		$17.6M Sell
74,817
-107
-0.1% -$24.7K 0.13% 146
2022
Q4 		$16.5M Hold
74,924
– – 0.13% 140
2022
Q3 		$15.5M Hold
74,924
– – 0.13% 137
2022
Q2 		$16.3M Hold
74,924
– – 0.13% 137
2022
Q1 		$19.7M Sell
74,924
-6
-0% -$1.55K 0.12% 138
2021
Q4 		$20.8M Buy
74,930
+97
+0.1% +$26.3K 0.13% 139
2021
Q3 		$19.1M Hold
74,833
– – 0.12% 140
2021
Q2 		$19.2M Sell
74,833
-1,078
-1% -$269K 0.17% 97
2021
Q1 		$18M Sell
75,911
-2,879
-4% -$669K 0.17% 92
2020
Q4 		$17.6M Sell
78,790
-484
-0.6% -$102K 0.19% 88
2020
Q3 		$15.5M Sell
79,274
-135,556
-63% -$26.2M 0.16% 91
2020
Q2 		$38.7M Sell
214,830
-6,818
-3% -$1.16M 0.44% 54
2020
Q1 		$32.9M Buy
221,648
+131
+0.1% +$23.3K 0.45% 54
2019
Q4 		$41.8M Buy
221,517
+32,485
+17% +$5.86M 0.45% 55
2019
Q3 		$32.8M Sell
189,032
-342
-0.2% -$59.3K 0.36% 64
2019
Q2 		$32.6M Buy
189,374
+1,606
+0.9% +$272K 0.36% 65
2019
Q1 		$31.3M Sell
187,768
-23
-0% -$3.69K 0.35% 67
2018
Q4 		$27.6M Buy
187,791
+36,513
+24% +$5.8M 0.34% 69
2018
Q3 		$26.1M Buy
151,278
+203
+0.1% +$34.4K 0.26% 87
2018
Q2 		$24.5M Hold
151,075
– – 0.25% 93
2018
Q1 		$23.6M Sell
151,075
-359
-0.2% -$58K 0.24% 87
2017
Q4 		$24M Buy
151,434
+37
+0% +$5.71K 0.24% 91
2017
Q3 		$22.6M Buy
151,397
+13,167
+10% +$1.92M 0.35% 58
2017
Q2 		$19.9M Buy
138,230
+4,078
+3% +$580K 0.31% 61
2017
Q1 		$18.8M Hold
134,152
– – 0.3% 63
2016
Q4 		$17.8M Buy
+134,152
New +$17.4M 0.3% 63
2016
Q1 		– Sell
-11,291
Closed -$1.36M – 455
2015
Q4 		$1.36M Sell
11,291
-12,100
-52% -$1.47M 0.03% 247
2015
Q3 		$2.66M Hold
23,391
– – 0.06% 186
2015
Q2 		$2.9M Sell
23,391
-23,757
-50% -$2.99M 0.05% 168
2015
Q1 		$5.84M Buy
47,148
+4,058
+9% +$500K 0.12% 125
2014
Q4 		$5.27M Buy
43,090
+38,894
+927% +$4.64M 0.11% 127
2014
Q3 		$490K Sell
4,196
-384
-8% -$45.2K 0.01% 338
2014
Q2 		$539K Buy
+4,580
New +$521K 0.01% 336
2014
Q1 		– Sell
-6,325
Closed -$700K – 449
2013
Q4 		$700K Sell
6,325
-150
-2% -$15.9K 0.02% 367
2013
Q3 		$655K Hold
6,475
– – 0.02% 346
2013
Q2 		$624K Buy
+6,475
New +$620K 0.01% 331

Other funds holding IWV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fort Washington Investment Advisors's IWV Position: Q2 2026 in Review

Fort Washington Investment Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 0.28% in Q2 2026, selling an estimated $10.7K and leaving 9,379 shares worth $4M. The position accounts for 0.02% of the portfolio, ranked #246.

Fort Washington Investment Advisors first reported a position in IWV in Q2 2013 and has held it in 49 quarters since. The position peaked at $41.8M in Q4 2019. 375 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Fort Washington Investment Advisors held 9,379 shares of iShares Russell 3000 ETF worth $4M as of Q2 2026.
  • Fort Washington Investment Advisors sold 26 iShares Russell 3000 ETF shares in Q2 2026, an estimated $10.7K.
  • iShares Russell 3000 ETF made up 0.02% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #246 holding.
  • Fort Washington Investment Advisors first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 49 quarters since.
  • Fort Washington Investment Advisors's iShares Russell 3000 ETF position peaked at $41.8M in Q4 2019.
  • 375 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.