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

Ironwood 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
Q1 		$4.18M Buy
11,282
+524
+5% +$203K 1.74% 9
2025
Q4 		$4.16M Buy
10,758
+303
+3% +$116K 1.75% 10
2025
Q3 		$3.96M Buy
10,455
+473
+5% +$172K 1.73% 12
2025
Q2 		$3.5M Buy
9,982
+189
+2% +$61.4K 1.7% 10
2025
Q1 		$3.11M Sell
9,793
-15
-0.2% -$5.03K 1.7% 7
2024
Q4 		$3.28M Buy
9,808
+6
+0.1% +$2.02K 1.63% 10
2024
Q3 		$3.2M Buy
9,802
+761
+8% +$240K 1.56% 10
2024
Q2 		$2.79M Buy
9,041
+278
+3% +$83K 1.49% 13
2024
Q1 		$2.63M Sell
8,763
-363
-4% -$104K 1.28% 19
2023
Q4 		$2.5M Buy
9,126
+660
+8% +$168K 1.31% 20
2023
Q3 		$2.07M Buy
8,466
+272
+3% +$69.5K 1.27% 19
2023
Q2 		$2.09M Buy
8,194
+129
+2% +$31K 1.2% 21
2023
Q1 		$1.9M Buy
8,065
+28
+0.3% +$6.46K 1.19% 22
2022
Q4 		$1.77M Buy
8,037
+363
+5% +$80.7K 1.17% 23
2022
Q3 		$1.59M Buy
7,674
+28
+0.4% +$6.44K 1.11% 26
2022
Q2 		$1.66M Buy
7,646
+108
+1% +$25.6K 1.11% 23
2022
Q1 		$1.98M Buy
7,538
+1,055
+16% +$273K 1.08% 21
2021
Q4 		$1.8M Sell
6,483
-121
-2% -$32.8K 0.89% 33
2021
Q3 		$1.68M Sell
6,604
-171
-3% -$44.8K 0.87% 30
2021
Q2 		$1.73M Buy
6,775
+5
+0.1% +$1.25K 0.88% 29
2021
Q1 		$1.61M Buy
6,770
+38
+0.6% +$8.83K 0.85% 28
2020
Q4 		$1.5M Sell
6,732
-25
-0.4% -$5.25K 0.88% 30
2020
Q3 		$1.32M Sell
6,757
-300
-4% -$58K 0.95% 29
2020
Q2 		$1.27M Sell
7,057
-1,855
-21% -$314K 0.99% 28
2020
Q1 		$1.32M Buy
+8,912
New +$1.59M 1.32% 14

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

Ironwood Investment Management's IWV Position: Q1 2026 in Review

Ironwood Investment Management increased its iShares Russell 3000 ETF (IWV) stake by 4.9% in Q1 2026, buying an estimated $203K and bringing the position to 11,282 shares worth $4.18M. The position accounts for 1.74% of the portfolio, ranked #9.

Ironwood Investment Management first reported a position in IWV in Q1 2020 and has held it in 25 quarters since. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Ironwood Investment Management held 11,282 shares of iShares Russell 3000 ETF worth $4.18M as of Q1 2026.
  • Ironwood Investment Management bought 524 iShares Russell 3000 ETF shares in Q1 2026, an estimated $203K.
  • iShares Russell 3000 ETF made up 1.74% of Ironwood Investment Management's portfolio in Q1 2026, its #9 holding.
  • Ironwood Investment Management first reported a position in iShares Russell 3000 ETF in Q1 2020 and has held it in 25 quarters since.
  • 867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.