FWL Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History

FWL Investment 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 Q1	$11.1K	Sell	30 -30	-50%	-$11.6K	﹤0.01%	247
2025 Q4	$23.2K	Hold	60	–	–	0.01%	213
2025 Q3	$22.7K	Hold	60	–	–	0.01%	191
2025 Q2	$21.1K	Hold	60	–	–	0.01%	197
2025 Q1	$19.1K	Sell	60 -91	-60%	-$30.5K	0.01%	192
2024 Q4	$50.5K	Hold	151	–	–	0.02%	147
2024 Q3	$49.3K	Hold	151	–	–	0.02%	123
2024 Q2	$46.6K	Hold	151	–	–	0.02%	113
2024 Q1	$45.3K	Buy	151 +91	+152%	+$26K	0.03%	105
2023 Q4	$16.4K	Hold	60	–	–	0.01%	142
2023 Q3	$14.7K	Buy	+60	New	+$15.3K	0.01%	135
2023 Q2	–	Sell	-60	Closed	-$14.1K	–	63
2023 Q1	$14.1K	Hold	60	–	–	0.01%	62
2022 Q4	$13.2K	Sell	60 -20	-25%	-$4.44K	0.01%	131
2022 Q3	$17K	Buy	+80	New	+$18.4K	0.02%	47

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

FWL Investment Management's IWV Position: Q1 2026 in Review

FWL Investment Management reduced its iShares Russell 3000 ETF (IWV) stake by 50% in Q1 2026, selling an estimated $11.6K and leaving 30 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

FWL Investment Management first reported a position in IWV in Q3 2022 and has held it in 14 quarters since. The position peaked at $50.5K in Q4 2024. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

FWL Investment Management held 30 shares of iShares Russell 3000 ETF worth $11.1K as of Q1 2026.
FWL Investment Management sold 30 iShares Russell 3000 ETF shares in Q1 2026, an estimated $11.6K.
iShares Russell 3000 ETF made up ﹤0.01% of FWL Investment Management's portfolio in Q1 2026, its #247 holding.
FWL Investment Management first reported a position in iShares Russell 3000 ETF in Q3 2022 and has held it in 14 quarters since.
FWL Investment Management's iShares Russell 3000 ETF position peaked at $50.5K in Q4 2024.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.