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Gould Capital’s iShares Russell 3000 ETF IWV Stock Holding History

Gould Capital’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 		$88.2K Hold
238
– – 0.05% 67
2025
Q4 		$92.1K Sell
238
-93
-28% -$35.7K 0.06% 66
2025
Q3 		$125K Sell
331
-673
-67% -$245K 0.08% 61
2025
Q2 		$352K Sell
1,004
-22
-2% -$7.15K 0.24% 46
2025
Q1 		$326K Sell
1,026
-263
-20% -$88.2K 0.23% 48
2024
Q4 		$431K Buy
1,289
+99
+8% +$33.3K 0.3% 47
2024
Q3 		$389K Buy
1,190
+87
+8% +$27.4K 0.26% 47
2024
Q2 		$340K Sell
1,103
-166
-13% -$49.5K 0.24% 48
2024
Q1 		$381K Sell
1,269
-30
-2% -$8.56K 0.27% 47
2023
Q4 		$356K Sell
1,299
-19
-1% -$4.84K 0.26% 47
2023
Q3 		$323K Sell
1,318
-200
-13% -$51.1K 0.26% 47
2023
Q2 		$386K Sell
1,518
-95
-6% -$22.8K 0.3% 47
2023
Q1 		$380K Sell
1,613
-1,903
-54% -$439K 0.29% 47
2022
Q4 		$776K Buy
3,516
+1,920
+120% +$427K 0.62% 38
2022
Q3 		$330K Sell
1,596
-7
-0.4% -$1.61K 0.29% 46
2022
Q2 		$348K Buy
1,603
+7
+0.4% +$1.66K 0.28% 47
2022
Q1 		$419K Sell
1,596
-873
-35% -$226K 0.3% 47
2021
Q4 		$685K Buy
+2,469
New +$669K 0.48% 45

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

Gould Capital's IWV Position: Q1 2026 in Review

Gould Capital held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 238 shares worth $88.2K. The position accounts for 0.05% of the portfolio, ranked #67.

Gould Capital first reported a position in IWV in Q4 2021 and has held it in 18 quarters since. The position peaked at $776K in Q4 2022. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Gould Capital held 238 shares of iShares Russell 3000 ETF worth $88.2K as of Q1 2026.
  • Gould Capital left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
  • iShares Russell 3000 ETF made up 0.05% of Gould Capital's portfolio in Q1 2026, its #67 holding.
  • Gould Capital first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 18 quarters since.
  • Gould Capital's iShares Russell 3000 ETF position peaked at $776K in Q4 2022.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Gould Capital's 13F filing for Q1 2026, filed 18 May 2026.