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Fund Evaluation Group’s iShares Russell 3000 ETF IWV Stock Holding History

Fund Evaluation Group’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 		$18M Sell
42,134
-385
-0.9% -$159K 0.49% 25
2026
Q1 		$15.8M Hold
42,519
– – 0.48% 21
2025
Q4 		$16.4M Sell
42,519
-1,010
-2% -$388K 0.54% 19
2025
Q3 		$16.5M Buy
43,529
+38
+0.1% +$13.9K 0.6% 18
2025
Q2 		$15.3M Buy
43,491
+6,305
+17% +$2.05M 0.59% 19
2025
Q1 		$11.8M Buy
37,186
+9
+0% +$3.02K 0.51% 17
2024
Q4 		$12.4M Buy
37,177
+11
+0% +$3.7K 0.58% 14
2024
Q3 		$12.1M Buy
37,166
+6,238
+20% +$1.96M 0.67% 11
2024
Q2 		$9.55M Buy
30,928
+3,870
+14% +$1.15M 0.59% 14
2024
Q1 		$8.12M Buy
27,058
+1,427
+6% +$407K 0.51% 19
2023
Q4 		$7.02M Buy
25,631
+6,457
+34% +$1.65M 0.51% 21
2023
Q3 		$4.7M Buy
19,174
+69
+0.4% +$17.6K 0.42% 22
2023
Q2 		$4.86M Sell
19,105
-87
-0.5% -$20.9K 0.45% 16
2023
Q1 		$4.52M Sell
19,192
-462
-2% -$107K 0.49% 14
2022
Q4 		$4.34M Hold
19,654
– – 0.56% 11
2022
Q3 		$4.07M Sell
19,654
-340
-2% -$78.2K 0.49% 14
2022
Q2 		$4.35M Sell
19,994
-19,199
-49% -$4.55M 0.56% 13
2022
Q1 		$10.3M Buy
39,193
+18,792
+92% +$4.86M 0.71% 13
2021
Q4 		$5.66M Sell
20,401
-130
-0.6% -$35.2K 0.61% 10
2021
Q3 		$5.23M Hold
20,531
– – 0.55% 13
2021
Q2 		$5.25M Sell
20,531
-1,716
-8% -$428K 0.51% 12
2021
Q1 		$5.28M Sell
22,247
-1,810
-8% -$420K 0.58% 13
2020
Q4 		$5.38M Sell
24,057
-300
-1% -$63K 0.63% 11
2020
Q3 		$4.77M Sell
24,357
-211
-0.9% -$40.8K 0.6% 13
2020
Q2 		$4.42M Buy
24,568
+7,409
+43% +$1.26M 0.61% 11
2020
Q1 		$2.54M Hold
17,159
– – 0.43% 18
2019
Q4 		$3.23M Sell
17,159
-752
-4% -$136K 0.53% 15
2019
Q3 		$3.11M Hold
17,911
– – 0.58% 11
2019
Q2 		$3.09M Sell
17,911
-822
-4% -$139K 0.52% 11
2019
Q1 		$3.12M Sell
18,733
-88,550
-83% -$14.2M 0.59% 11
2018
Q4 		$15.8M Buy
107,283
+43,521
+68% +$6.91M 3.93% 6
2018
Q3 		$11M Sell
63,762
-3,252
-5% -$551K 1.81% 6
2018
Q2 		$10.9M Sell
67,014
-3,174
-5% -$510K 1.73% 6
2018
Q1 		$11M Sell
70,188
-4,332
-6% -$700K 1.22% 8
2017
Q4 		$11.8M Buy
74,520
+5,464
+8% +$843K 1.27% 8
2017
Q3 		$10.3M Buy
69,056
+1,709
+3% +$250K 1.65% 8
2017
Q2 		$9.7M Sell
67,347
-1,155
-2% -$164K 1.31% 9
2017
Q1 		$9.58M Buy
68,502
+3,880
+6% +$536K 1.26% 10
2016
Q4 		$8.59M Buy
64,622
+1,686
+3% +$219K 1.14% 10
2016
Q3 		$8.07M Sell
62,936
-2,035
-3% -$260K 1.26% 10
2016
Q2 		$8.06M Buy
64,971
+37,847
+140% +$4.63M 1.31% 10
2016
Q1 		$3.28M Buy
27,124
+16,678
+160% +$1.91M 0.55% 12
2015
Q4 		$1.19M Hold
10,446
– – 0.26% 12
2015
Q3 		$1.19M Buy
+10,446
New +$1.26M 0.25% 12

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Fund Evaluation Group's IWV Position: Q2 2026 in Review

Fund Evaluation Group reduced its iShares Russell 3000 ETF (IWV) stake by 0.91% in Q2 2026, selling an estimated $159K and leaving 42,134 shares worth $18M. The position accounts for 0.49% of the portfolio, ranked #25.

Fund Evaluation Group first reported a position in IWV in Q3 2015 and has held it in 44 quarters since. 586 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Fund Evaluation Group held 42,134 shares of iShares Russell 3000 ETF worth $18M as of Q2 2026.
  • Fund Evaluation Group sold 385 iShares Russell 3000 ETF shares in Q2 2026, an estimated $159K.
  • iShares Russell 3000 ETF made up 0.49% of Fund Evaluation Group's portfolio in Q2 2026, its #25 holding.
  • Fund Evaluation Group first reported a position in iShares Russell 3000 ETF in Q3 2015 and has held it in 44 quarters since.
  • 586 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Fund Evaluation Group's 13F filing for Q2 2026, filed 7 Aug 2026.