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Harfst & Associates’s iShares Russell 3000 ETF IWV Stock Holding History

Harfst & 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 		$211K Buy
+496
New +$204K 0.03% 122
2026
Q1 		– Sell
-536
Closed -$207K – 125
2025
Q4 		$207K Sell
536
-25
-4% -$9.59K 0.04% 110
2025
Q3 		$213K Buy
+561
New +$205K 0.04% 106
2025
Q1 		– Sell
-611
Closed -$204K – 120
2024
Q4 		$204K Buy
+611
New +$206K 0.04% 93
2022
Q2 		– Sell
-797
Closed -$209K – 115
2022
Q1 		$209K Sell
797
-1
-0.1% -$259 0.05% 117
2021
Q4 		$221K Hold
798
– – 0.06% 117
2021
Q3 		$203K Hold
798
– – 0.06% 124
2021
Q2 		$204K Buy
+798
New +$199K 0.06% 130
2018
Q2 		– Sell
-1,435
Closed -$224K – 84
2018
Q1 		$224K Sell
1,435
-55
-4% -$8.88K 0.09% 78
2017
Q4 		$235K Sell
1,490
-41
-3% -$6.32K 0.1% 75
2017
Q3 		$228K Sell
1,531
-40
-3% -$5.84K 0.09% 77
2017
Q2 		$226K Buy
1,571
+16
+1% +$2.27K 0.09% 80
2017
Q1 		$217K Sell
1,555
-95
-6% -$13.1K 0.09% 64
2016
Q4 		$219K Sell
1,650
-28
-2% -$3.63K 0.11% 62
2016
Q3 		$215K Buy
1,678
+40
+2% +$5.11K 0.11% 65
2016
Q2 		$203K Sell
1,638
-82
-5% -$10K 0.08% 99
2016
Q1 		$207K Buy
1,720
+1
+0.1% +$114 0.13% 69
2015
Q4 		$206K Hold
1,719
– – 0.08% 91
2015
Q3 		$196K Sell
1,719
-16
-0.9% -$1.94K 0.09% 94
2015
Q2 		$215K Buy
+1,735
New +$218K 0.12% 71

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

Harfst & Associates's IWV Position: Q2 2026 in Review

Harfst & Associates opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 496 shares worth $211K. The stake represents 0.03% of the portfolio and ranks #122 among its holdings. This is a return to the name: Harfst & Associates previously reported a position in IWV as recently as Q4 2025.

Harfst & Associates first reported a position in IWV in Q2 2015 and has held it in 20 quarters since. The position peaked at $235K in Q4 2017. 911 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Harfst & Associates held 496 shares of iShares Russell 3000 ETF worth $211K as of Q2 2026.
  • iShares Russell 3000 ETF was a new Harfst & Associates position in Q2 2026.
  • iShares Russell 3000 ETF made up 0.03% of Harfst & Associates's portfolio in Q2 2026, its #122 holding.
  • Harfst & Associates first reported a position in iShares Russell 3000 ETF in Q2 2015 and has held it in 20 quarters since.
  • Harfst & Associates's iShares Russell 3000 ETF position peaked at $235K in Q4 2017.
  • 911 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Harfst & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.