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

Hanover 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	$16.1M	Sell	37,867 -308	-0.8%	-$127K	5.82%	4
2026 Q1	$14.2M	Sell	38,175 -140	-0.4%	-$54.2K	5.75%	4
2025 Q4	$14.8M	Sell	38,315 -705	-2%	-$271K	5.75%	4
2025 Q3	$14.8M	Sell	39,020 -2,061	-5%	-$751K	5.74%	4
2025 Q2	$14.4M	Sell	41,081 -900	-2%	-$292K	5.88%	5
2025 Q1	$13.3M	Buy	41,981 +60	+0.1%	+$20.1K	5.78%	5
2024 Q4	$14M	Buy	41,921 +525	+1%	+$177K	5.88%	5
2024 Q3	$13.5M	Buy	41,396 +310	+0.8%	+$97.6K	5.68%	5
2024 Q2	$12.7M	Sell	41,086 -4,554	-10%	-$1.36M	5.63%	5
2024 Q1	$13.7M	Buy	45,640 +4,473	+11%	+$1.28M	5.75%	5
2023 Q4	$11.3M	Buy	+41,167	New	+$10.5M	5.5%	5

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

Hanover Advisors's IWV Position: Q2 2026 in Review

Hanover Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 0.81% in Q2 2026, selling an estimated $127K and leaving 37,867 shares worth $16.1M. The position accounts for 5.82% of the portfolio, ranked #4.

Hanover Advisors first reported a position in IWV in Q4 2023 and has held it in 11 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Hanover Advisors held 37,867 shares of iShares Russell 3000 ETF worth $16.1M as of Q2 2026.
Hanover Advisors sold 308 iShares Russell 3000 ETF shares in Q2 2026, an estimated $127K.
iShares Russell 3000 ETF made up 5.82% of Hanover Advisors's portfolio in Q2 2026, its #4 holding.
Hanover Advisors first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 11 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Hanover Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.