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Greenwood Capital Associates’s iShares Russell 3000 ETF IWV Stock Holding History

Greenwood Capital Associates’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 		$1.22M Hold
2,871
– – 0.12% 145
2026
Q1 		$1.06M Sell
2,871
-9
-0.3% -$3.48K 0.12% 144
2025
Q4 		$1.11M Hold
2,880
– – 0.12% 139
2025
Q3 		$1.09M Sell
2,880
-662
-19% -$241K 0.13% 133
2025
Q2 		$1.24M Buy
3,542
+640
+22% +$208K 0.15% 121
2025
Q1 		$922K Sell
2,902
-46
-2% -$15.4K 0.12% 134
2024
Q4 		$985K Hold
2,948
– – 0.13% 135
2024
Q3 		$963K Hold
2,948
– – 0.13% 138
2024
Q2 		$910K Sell
2,948
-41
-1% -$12.2K 0.12% 149
2024
Q1 		$897K Hold
2,989
– – 0.12% 146
2023
Q4 		$818K Sell
2,989
-236
-7% -$60.2K 0.11% 146
2023
Q3 		$790K Sell
3,225
-337
-9% -$86.1K 0.11% 153
2023
Q2 		$906K Sell
3,562
-430
-11% -$103K 0.13% 140
2023
Q1 		$940K Hold
3,992
– – 0.13% 133
2022
Q4 		$881K Hold
3,992
– – 0.14% 122
2022
Q3 		$839K Hold
3,992
– – 0.14% 125
2022
Q2 		$868K Sell
3,992
-250
-6% -$59.2K 0.14% 128
2022
Q1 		$1.12M Sell
4,242
-2,408
-36% -$623K 0.29% 67
2021
Q4 		$1.85M Sell
6,650
-9
-0.1% -$2.44K 0.26% 73
2021
Q3 		$1.7M Sell
6,659
-237
-3% -$62K 0.26% 76
2021
Q2 		$1.77M Sell
6,896
-1,299
-16% -$324K 0.27% 72
2021
Q1 		$1.95M Sell
8,195
-4,001
-33% -$929K 0.31% 72
2020
Q4 		$2.73M Sell
12,196
-21,656
-64% -$4.55M 0.46% 63
2020
Q3 		$6.65M Sell
33,852
-4,181
-11% -$809K 1.29% 27
2020
Q2 		$6.81M Sell
38,033
-1,983
-5% -$336K 1.55% 21
2020
Q1 		$5.92M Sell
40,016
-10,148
-20% -$1.81M 1.74% 18
2019
Q4 		$9.42M Sell
50,164
-190
-0.4% -$34.2K 1.99% 12
2019
Q3 		$8.76M Sell
50,354
-318
-0.6% -$55.1K 2.13% 10
2019
Q2 		$8.72M Buy
50,672
+170
+0.3% +$28.8K 2.19% 11
2019
Q1 		$8.42M Sell
50,502
-1,957
-4% -$314K 2.16% 13
2018
Q4 		$7.68M Buy
52,459
+452
+0.9% +$71.8K 2.01% 11
2018
Q3 		$8.96M Sell
52,007
-1,135
-2% -$192K 1.95% 9
2018
Q2 		$8.63M Sell
53,142
-1,380
-3% -$222K 1.99% 6
2018
Q1 		$8.53M Sell
54,522
-1,616
-3% -$261K 2.08% 2
2017
Q4 		$8.88M Sell
56,138
-1,118
-2% -$172K 2.07% 5
2017
Q3 		$8.55M Sell
57,256
-703
-1% -$103K 2.12% 6
2017
Q2 		$8.35M Sell
57,959
-5,570
-9% -$792K 2.17% 4
2017
Q1 		$8.89M Sell
63,529
-1,967
-3% -$272K 2.33% 4
2016
Q4 		$8.71M Buy
65,496
+3,432
+6% +$445K 2.46% 3
2016
Q3 		$7.96M Sell
62,064
-1,929
-3% -$246K 2.41% 4
2016
Q2 		$7.94M Buy
63,993
+560
+0.9% +$68.4K 2.44% 4
2016
Q1 		$7.67M Buy
63,433
+44,725
+239% +$5.12M 2.41% 3
2015
Q4 		$2.25M Buy
18,708
+2,038
+12% +$248K 0.73% 63
2015
Q3 		$1.9M Buy
16,670
+4,060
+32% +$492K 0.67% 66
2015
Q2 		$1.56M Buy
12,610
+10,811
+601% +$1.36M 0.47% 75
2015
Q1 		$222K Buy
+1,799
New +$222K 0.06% 142

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

Greenwood Capital Associates's IWV Position: Q2 2026 in Review

Greenwood Capital Associates held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 2,871 shares worth $1.22M. The position accounts for 0.12% of the portfolio, ranked #145.

Greenwood Capital Associates first reported a position in IWV in Q1 2015 and has held it in 46 quarters since. The position peaked at $9.42M in Q4 2019. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Greenwood Capital Associates held 2,871 shares of iShares Russell 3000 ETF worth $1.22M as of Q2 2026.
  • Greenwood Capital Associates left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.12% of Greenwood Capital Associates's portfolio in Q2 2026, its #145 holding.
  • Greenwood Capital Associates first reported a position in iShares Russell 3000 ETF in Q1 2015 and has held it in 46 quarters since.
  • Greenwood Capital Associates's iShares Russell 3000 ETF position peaked at $9.42M in Q4 2019.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.