FH
IWV icon

FWG Holdings’s iShares Russell 3000 ETF IWV Stock Holding History

FWG Holdings’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 		$496K Sell
1,322
-661
-33% -$256K 0.19% 84
2025
Q4 		$779K Sell
1,983
-134
-6% -$51.4K 0.3% 62
2025
Q3 		$825K Sell
2,117
-18
-0.8% -$6.56K 0.36% 51
2025
Q2 		$766K Hold
2,135
– – 0.36% 54
2025
Q1 		$673K Sell
2,135
-25
-1% -$8.38K 0.33% 51
2024
Q4 		$739K Sell
2,160
-1
-0% -$337 0.35% 46
2024
Q3 		$715K Sell
2,161
-6,626
-75% -$2.09M 0.36% 41
2024
Q2 		$2.77M Buy
8,787
+128
+1% +$38.2K 1.39% 15
2024
Q1 		$2.58M Buy
8,659
+524
+6% +$149K 1.38% 15
2023
Q4 		$2.22M Buy
8,135
+830
+11% +$212K 1.32% 15
2023
Q3 		$1.76M Buy
7,305
+110
+2% +$28.1K 1.18% 17
2023
Q2 		$1.86M Buy
7,195
+268
+4% +$64.4K 1.18% 18
2023
Q1 		$1.63M Sell
6,927
-1,930
-22% -$445K 1.18% 17
2022
Q4 		$1.95M Sell
8,857
-157
-2% -$34.9K 1.37% 15
2022
Q3 		$1.87M Buy
9,014
+765
+9% +$176K 1.4% 15
2022
Q2 		$1.79M Buy
8,249
+383
+5% +$90.7K 1.55% 15
2022
Q1 		$2.06M Sell
7,866
-325
-4% -$84.1K 1.6% 13
2021
Q4 		$2.18M Buy
8,191
+134
+2% +$36.3K 1.62% 11
2021
Q3 		$2.05M Buy
8,057
+1,180
+17% +$309K 1.78% 12
2021
Q2 		$1.76M Buy
+6,877
New +$1.71M 1.57% 13

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

FWG Holdings's IWV Position: Q1 2026 in Review

FWG Holdings reduced its iShares Russell 3000 ETF (IWV) stake by 33% in Q1 2026, selling an estimated $256K and leaving 1,322 shares worth $496K. The position accounts for 0.19% of the portfolio, ranked #84.

FWG Holdings first reported a position in IWV in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.77M in Q2 2024. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • FWG Holdings held 1,322 shares of iShares Russell 3000 ETF worth $496K as of Q1 2026.
  • FWG Holdings sold 661 iShares Russell 3000 ETF shares in Q1 2026, an estimated $256K.
  • iShares Russell 3000 ETF made up 0.19% of FWG Holdings's portfolio in Q1 2026, its #84 holding.
  • FWG Holdings first reported a position in iShares Russell 3000 ETF in Q2 2021 and has held it in 20 quarters since.
  • FWG Holdings's iShares Russell 3000 ETF position peaked at $2.77M in Q2 2024.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on FWG Holdings's 13F filing for Q1 2026, filed 13 Apr 2026.