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GLOBALT Investments’s iShares Russell 3000 ETF IWV Stock Holding History

GLOBALT Investments’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 		$202K Buy
+474
New +$195K 0.01% 213
2026
Q1 		– Sell
-612
Closed -$237K – 204
2025
Q4 		$237K Sell
612
-376
-38% -$144K 0.01% 199
2025
Q3 		$374K Hold
988
– – 0.01% 185
2025
Q2 		$347K Sell
988
-462
-32% -$150K 0.01% 189
2025
Q1 		$461K Sell
1,450
-160
-10% -$53.6K 0.02% 176
2024
Q4 		$538K Hold
1,610
– – 0.02% 174
2024
Q3 		$526K Sell
1,610
-30
-2% -$9.44K 0.02% 176
2024
Q2 		$506K Sell
1,640
-96
-6% -$28.6K 0.02% 176
2024
Q1 		$521K Hold
1,736
– – 0.02% 175
2023
Q4 		$475K Buy
+1,736
New +$443K 0.02% 176

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

GLOBALT Investments's IWV Position: Q2 2026 in Review

GLOBALT Investments opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 474 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #213 among its holdings. This is a return to the name: GLOBALT Investments previously reported a position in IWV as recently as Q4 2025.

GLOBALT Investments first reported a position in IWV in Q4 2023 and has held it in 10 quarters since. The position peaked at $538K in Q4 2024. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • GLOBALT Investments held 474 shares of iShares Russell 3000 ETF worth $202K as of Q2 2026.
  • iShares Russell 3000 ETF was a new GLOBALT Investments position in Q2 2026.
  • iShares Russell 3000 ETF made up 0.01% of GLOBALT Investments's portfolio in Q2 2026, its #213 holding.
  • GLOBALT Investments first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 10 quarters since.
  • GLOBALT Investments's iShares Russell 3000 ETF position peaked at $538K in Q4 2024.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.