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Hunter Associates Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History

Hunter Associates Investment Management’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 		$1.12M Sell
2,625
-160
-6% -$65.9K 0.13% 138
2026
Q1 		$1.03M Sell
2,785
-65
-2% -$25.1K 0.14% 136
2025
Q4 		$1.1M Hold
2,850
– – 0.15% 122
2025
Q3 		$1.08M Hold
2,850
– – 0.15% 125
2025
Q2 		$1M Sell
2,850
-190
-6% -$61.7K 0.15% 124
2025
Q1 		$966K Buy
+3,040
New +$1.02M 0.15% 129

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Hunter Associates Investment Management's IWV Position: Q2 2026 in Review

Hunter Associates Investment Management reduced its iShares Russell 3000 ETF (IWV) stake by 5.7% in Q2 2026, selling an estimated $65.9K and leaving 2,625 shares worth $1.12M. The position accounts for 0.13% of the portfolio, ranked #138.

Hunter Associates Investment Management first reported a position in IWV in Q1 2025 and has held it in 6 quarters since. 733 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Hunter Associates Investment Management held 2,625 shares of iShares Russell 3000 ETF worth $1.12M as of Q2 2026.
  • Hunter Associates Investment Management sold 160 iShares Russell 3000 ETF shares in Q2 2026, an estimated $65.9K.
  • iShares Russell 3000 ETF made up 0.13% of Hunter Associates Investment Management's portfolio in Q2 2026, its #138 holding.
  • Hunter Associates Investment Management first reported a position in iShares Russell 3000 ETF in Q1 2025 and has held it in 6 quarters since.
  • 733 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Hunter Associates Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.