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Howe & Rusling’s iShares Russell 3000 ETF IWV Stock Holding History

Howe & Rusling’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
Q1 		$93.5K Sell
252
-7
-3% -$2.71K 0.01% 329
2025
Q4 		$100K Hold
259
– – 0.01% 328
2025
Q3 		$98.2K Sell
259
-478
-65% -$174K 0.01% 319
2025
Q2 		$259K Sell
737
-169
-19% -$54.9K 0.02% 252
2025
Q1 		$288K Buy
906
+671
+286% +$225K 0.02% 217
2024
Q4 		$78.6K Hold
235
– – 0.01% 288
2024
Q3 		$76.8K Sell
235
-9
-4% -$2.83K 0.01% 281
2024
Q2 		$75.4K Sell
244
-152
-38% -$45.4K 0.01% 272
2024
Q1 		$119K Sell
396
-26
-6% -$7.42K 0.01% 261
2023
Q4 		$116K Sell
422
-21
-5% -$5.35K 0.01% 243
2023
Q3 		$109K Sell
443
-211
-32% -$53.9K 0.01% 232
2023
Q2 		$166K Sell
654
-1,827
-74% -$439K 0.02% 227
2023
Q1 		$584K Sell
2,481
-9
-0.4% -$2.08K 0.07% 123
2022
Q4 		$549K Buy
2,490
+22
+0.9% +$4.89K 0.07% 122
2022
Q3 		$511K Sell
2,468
-85
-3% -$19.6K 0.07% 124
2022
Q2 		$555K Buy
2,553
+119
+5% +$28.2K 0.07% 123
2022
Q1 		$639K Buy
2,434
+44
+2% +$11.4K 0.07% 122
2021
Q4 		$663K Sell
2,390
-94
-4% -$25.5K 0.08% 117
2021
Q3 		$633K Buy
2,484
+5
+0.2% +$1.31K 0.08% 114
2021
Q2 		$634K Sell
2,479
-66
-3% -$16.5K 0.08% 108
2021
Q1 		$604K Buy
2,545
+2,185
+607% +$507K 0.08% 105
2020
Q4 		$81K Sell
360
-32
-8% -$6.72K 0.01% 244
2020
Q3 		$77K Buy
392
+2
+0.5% +$387 0.01% 225
2020
Q2 		$70K Buy
390
+28
+8% +$4.74K 0.01% 216
2020
Q1 		$54K Buy
+362
New +$64.4K 0.01% 246

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Howe & Rusling's IWV Position: Q1 2026 in Review

Howe & Rusling reduced its iShares Russell 3000 ETF (IWV) stake by 2.7% in Q1 2026, selling an estimated $2.71K and leaving 252 shares worth $93.5K. The position accounts for 0.01% of the portfolio, ranked #329.

Howe & Rusling first reported a position in IWV in Q1 2020 and has held it in 25 quarters since. The position peaked at $663K in Q4 2021. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Howe & Rusling held 252 shares of iShares Russell 3000 ETF worth $93.5K as of Q1 2026.
  • Howe & Rusling sold 7 iShares Russell 3000 ETF shares in Q1 2026, an estimated $2.71K.
  • iShares Russell 3000 ETF made up 0.01% of Howe & Rusling's portfolio in Q1 2026, its #329 holding.
  • Howe & Rusling first reported a position in iShares Russell 3000 ETF in Q1 2020 and has held it in 25 quarters since.
  • Howe & Rusling's iShares Russell 3000 ETF position peaked at $663K in Q4 2021.
  • 867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.