IIM
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IFC & Insurance Marketing’s iShares Russell 3000 ETF IWV Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-9
Closed -$3K – 375
2025
Q4 		$3K Buy
+9
New +$3.45K ﹤0.01% 595

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IFC & Insurance Marketing's IWV Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of iShares Russell 3000 ETF (IWV) in Q1 2026, closing a stake of 9 shares — an estimated $3K sold.

IFC & Insurance Marketing first reported a position in IWV in Q4 2025 and held it in 1 quarter. The position peaked at $3K in Q4 2025. 868 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining iShares Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 9 iShares Russell 3000 ETF shares in Q1 2026, an estimated $3K.
  • IFC & Insurance Marketing first reported a position in iShares Russell 3000 ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's iShares Russell 3000 ETF position peaked at $3K in Q4 2025.
  • 868 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.