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IWV icon

HRT Financial’s iShares Russell 3000 ETF IWV Stock Holding History

HRT Financial’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 		$1.12M Sell
3,026
-8,709
-74% -$3.37M ﹤0.01% 1987
2025
Q4 		$4.54M Buy
11,735
+932
+9% +$358K 0.01% 825
2025
Q3 		$4.09M Sell
10,803
-876
-8% -$319K 0.02% 773
2025
Q2 		$4.1M Buy
11,679
+4,866
+71% +$1.58M 0.02% 619
2025
Q1 		$2.16M Buy
6,813
+697
+11% +$234K 0.01% 782
2024
Q4 		$2.04M Sell
6,116
-5,602
-48% -$1.89M 0.01% 733
2024
Q3 		$3.83M Buy
11,718
+4,118
+54% +$1.3M 0.02% 578
2024
Q2 		$2.35M Buy
7,600
+4,067
+115% +$1.21M 0.01% 667
2024
Q1 		$1.06M Sell
3,533
-1,495
-30% -$426K 0.01% 859
2023
Q4 		$1.38M Sell
5,028
-1,253
-20% -$319K 0.01% 833
2023
Q3 		$1.54M Buy
6,281
+26
+0.4% +$6.64K 0.02% 741
2023
Q2 		$1.59M Sell
6,255
-425
-6% -$102K 0.01% 705
2023
Q1 		$1.57M Buy
6,680
+2,190
+49% +$505K 0.02% 724
2022
Q4 		$990K Buy
4,490
+75
+2% +$16.7K 0.01% 973
2022
Q3 		$914K Sell
4,415
-1,719
-28% -$395K 0.01% 996
2022
Q2 		$1.33M Buy
6,134
+1,449
+31% +$343K 0.01% 755
2022
Q1 		$1.23M Sell
4,685
-1,725
-27% -$447K 0.01% 890
2021
Q4 		$1.78M Buy
6,410
+786
+14% +$213K 0.01% 730
2021
Q3 		$1.43M Sell
5,624
-686
-11% -$180K 0.01% 975
2021
Q2 		$1.61M Sell
6,310
-485
-7% -$121K 0.01% 732
2021
Q1 		$1.61M Buy
6,795
+587
+9% +$136K 0.02% 729
2020
Q4 		$1.39M Sell
6,208
-288,642
-98% -$60.6M 0.03% 462
2020
Q3 		$57.7M Buy
294,850
+110,550
+60% +$21.4M 1.68% 8
2020
Q2 		$33.2M Buy
184,300
+84,300
+84% +$14.3M 1% 14
2020
Q1 		$14.8M Buy
+100,000
New +$17.8M 0.96% 15
2019
Q3 		– Sell
-2,079
Closed -$358K – 1494
2019
Q2 		$358K Buy
+2,079
New +$353K 0.02% 493
2015
Q3 		– Sell
-19,819
Closed -$2.46M – 139
2015
Q2 		$2.46M Buy
+19,819
New +$2.5M 1.16% 17

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

HRT Financial's IWV Position: Q1 2026 in Review

HRT Financial reduced its iShares Russell 3000 ETF (IWV) stake by 74% in Q1 2026, selling an estimated $3.37M and leaving 3,026 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1987.

HRT Financial first reported a position in IWV in Q2 2015 and has held it in 27 quarters since. The position peaked at $57.7M in Q3 2020. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • HRT Financial held 3,026 shares of iShares Russell 3000 ETF worth $1.12M as of Q1 2026.
  • HRT Financial sold 8,709 iShares Russell 3000 ETF shares in Q1 2026, an estimated $3.37M.
  • iShares Russell 3000 ETF made up ﹤0.01% of HRT Financial's portfolio in Q1 2026, its #1987 holding.
  • HRT Financial first reported a position in iShares Russell 3000 ETF in Q2 2015 and has held it in 27 quarters since.
  • HRT Financial's iShares Russell 3000 ETF position peaked at $57.7M in Q3 2020.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.