Greenline Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Greenline Partners’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	$5.65M	Hold	13,244	–	–	0.57%	45
2026 Q1	$4.91M	Hold	13,244	–	–	0.53%	49
2025 Q4	$5.12M	Hold	13,244	–	–	0.59%	44
2025 Q3	$5.02M	Hold	13,244	–	–	0.61%	44
2025 Q2	$4.65M	Hold	13,244	–	–	0.63%	39
2025 Q1	$4.21M	Hold	13,244	–	–	0.61%	43
2024 Q4	$4.43M	Hold	13,244	–	–	0.62%	46
2024 Q3	$4.33M	Hold	13,244	–	–	0.62%	44
2024 Q2	$4.1M	Hold	13,244	–	–	0.62%	44
2024 Q1	$3.97M	Hold	13,244	–	–	0.63%	43
2023 Q4	$3.63M	Hold	13,244	–	–	0.61%	42
2023 Q3	$3.25M	Hold	13,244	–	–	0.61%	44
2023 Q2	$3.37M	Hold	13,244	–	–	0.63%	45
2023 Q1	$3.12M	Hold	13,244	–	–	0.59%	47
2022 Q4	$2.92M	Sell	13,244 -2,541	-16%	-$565K	0.58%	51
2022 Q3	$3.27M	Hold	15,785	–	–	0.74%	38
2022 Q2	$3.43M	Buy	15,785 +2,660	+20%	+$630K	0.74%	40
2022 Q1	$3.44M	Buy	13,125 +4,375	+50%	+$1.13M	0.65%	45
2021 Q4	$2.43M	Buy	+8,750	New	+$2.37M	0.46%	49

Other funds holding IWV

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 New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Greenline Partners's IWV Position: Q2 2026 in Review

Greenline Partners held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 13,244 shares worth $5.65M. The position accounts for 0.57% of the portfolio, ranked #45.

Greenline Partners first reported a position in IWV in Q4 2021 and has held it in 19 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Greenline Partners held 13,244 shares of iShares Russell 3000 ETF worth $5.65M as of Q2 2026.
Greenline Partners left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.57% of Greenline Partners's portfolio in Q2 2026, its #45 holding.
Greenline Partners first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 19 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Greenline Partners's 13F filing for Q2 2026, filed 14 Aug 2026.