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Greenspring Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Greenspring Advisors’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 		$22.8M Sell
53,486
-237
-0.4% -$97.6K 1.26% 10
2026
Q1 		$19.9M Sell
53,723
-524
-1% -$203K 1.21% 11
2025
Q4 		$21M Buy
+54,247
New +$20.8M 1.29% 10
2023
Q2 		– Sell
-1,023
Closed -$241K – 102
2023
Q1 		$241K Hold
1,023
– – 0.05% 109
2022
Q4 		$226K Sell
1,023
-275
-21% -$61.1K 0.06% 100
2022
Q3 		$269K Hold
1,298
– – 0.08% 82
2022
Q2 		$281K Hold
1,298
– – 0.08% 85
2022
Q1 		$341K Hold
1,298
– – 0.09% 71
2021
Q4 		$360K Buy
+1,298
New +$352K 0.09% 74

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

Greenspring Advisors's IWV Position: Q2 2026 in Review

Greenspring Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 0.44% in Q2 2026, selling an estimated $97.6K and leaving 53,486 shares worth $22.8M. The position accounts for 1.26% of the portfolio, ranked #10.

Greenspring Advisors first reported a position in IWV in Q4 2021 and has held it in 9 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Greenspring Advisors held 53,486 shares of iShares Russell 3000 ETF worth $22.8M as of Q2 2026.
  • Greenspring Advisors sold 237 iShares Russell 3000 ETF shares in Q2 2026, an estimated $97.6K.
  • iShares Russell 3000 ETF made up 1.26% of Greenspring Advisors's portfolio in Q2 2026, its #10 holding.
  • Greenspring Advisors first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 9 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.