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

Forte 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 		$7.99M Buy
18,733
+137
+0.7% +$56.4K 3.27% 8
2026
Q1 		$6.89M Sell
18,596
-4,749
-20% -$1.84M 3.03% 9
2025
Q4 		$9.03M Sell
23,345
-15
-0.1% -$5.76K 4.1% 5
2025
Q3 		$8.85M Sell
23,360
-5
-0% -$1.82K 4.26% 4
2025
Q2 		$8.2M Sell
23,365
-5,046
-18% -$1.64M 4.18% 3
2025
Q1 		$9.02M Buy
28,411
+1,932
+7% +$648K 4.55% 5
2024
Q4 		$8.85M Sell
26,479
-787
-3% -$265K 4.7% 5
2024
Q3 		$8.91M Buy
27,266
+570
+2% +$179K 4.75% 5
2024
Q2 		$8.24M Buy
26,696
+533
+2% +$159K 4.86% 4
2024
Q1 		$7.85M Buy
26,163
+441
+2% +$126K 4.76% 5
2023
Q4 		$7.04M Sell
25,722
-1,966
-7% -$501K 4.81% 5
2023
Q3 		$6.81M Buy
27,688
+132
+0.5% +$33.7K 4.58% 6
2023
Q2 		$7.01M Sell
27,556
-4,294
-13% -$1.03M 4.55% 5
2023
Q1 		$7.5M Sell
31,850
-5,842
-15% -$1.35M 4.95% 3
2022
Q4 		$8.32M Buy
37,692
+4,464
+13% +$992K 5.42% 2
2022
Q3 		$6.88M Sell
33,228
-1,016
-3% -$234K 4.56% 5
2022
Q2 		$7.44M Buy
+34,244
New +$8.11M 5.15% 4

Other funds holding IWV

Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Forte Asset Management increased its iShares Russell 3000 ETF (IWV) stake by 0.74% in Q2 2026, buying an estimated $56.4K and bringing the position to 18,733 shares worth $7.99M. The position accounts for 3.27% of the portfolio, ranked #8.

Forte Asset Management first reported a position in IWV in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.03M in Q4 2025. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Forte Asset Management held 18,733 shares of iShares Russell 3000 ETF worth $7.99M as of Q2 2026.
  • Forte Asset Management bought 137 iShares Russell 3000 ETF shares in Q2 2026, an estimated $56.4K.
  • iShares Russell 3000 ETF made up 3.27% of Forte Asset Management's portfolio in Q2 2026, its #8 holding.
  • Forte Asset Management first reported a position in iShares Russell 3000 ETF in Q2 2022 and has held it in 17 quarters since.
  • Forte Asset Management's iShares Russell 3000 ETF position peaked at $9.03M in Q4 2025.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Forte Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.