Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History

Kayne Anderson Rudnick 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 		$2.34M Sell
5,497
-1,991
-27% -$820K 0.01% 331
2026
Q1 		$2.78M Buy
7,488
+215
+3% +$83.2K 0.01% 301
2025
Q4 		$2.81M Sell
7,273
-1,481
-17% -$568K 0.01% 306
2025
Q3 		$3.32M Buy
8,754
+2,689
+44% +$980K 0.01% 289
2025
Q2 		$2.13M Sell
6,065
-57
-0.9% -$18.5K 0.01% 324
2025
Q1 		$1.94M Buy
6,122
+321
+6% +$108K ﹤0.01% 342
2024
Q4 		$1.94M Buy
5,801
+12
+0.2% +$4.04K ﹤0.01% 347
2024
Q3 		$1.89M Sell
5,789
-16
-0.3% -$5.04K ﹤0.01% 352
2024
Q2 		$1.79M Sell
5,805
-419
-7% -$125K ﹤0.01% 354
2024
Q1 		$1.87M Buy
6,224
+10
+0.2% +$2.85K ﹤0.01% 337
2023
Q4 		$1.7M Buy
6,214
+537
+9% +$137K ﹤0.01% 341
2023
Q3 		$1.39M Buy
5,677
+21
+0.4% +$5.37K ﹤0.01% 355
2023
Q2 		$1.44M Buy
5,656
+10
+0.2% +$2.4K ﹤0.01% 351
2023
Q1 		$1.33M Buy
5,646
+57
+1% +$13.2K ﹤0.01% 343
2022
Q4 		$1.23M Buy
5,589
+18
+0.3% +$4K ﹤0.01% 353
2022
Q3 		$1.15M Buy
5,571
+49
+0.9% +$11.3K ﹤0.01% 344
2022
Q2 		$1.2M Sell
5,522
-73
-1% -$17.3K ﹤0.01% 339
2022
Q1 		$1.47M Buy
5,595
+15
+0.3% +$3.88K ﹤0.01% 326
2021
Q4 		$1.55M Sell
5,580
-115
-2% -$31.2K ﹤0.01% 328
2021
Q3 		$1.45M Sell
5,695
-113
-2% -$29.6K ﹤0.01% 315
2021
Q2 		$1.49M Sell
5,808
-52
-0.9% -$13K ﹤0.01% 313
2021
Q1 		$1.39M Sell
5,860
-127
-2% -$29.5K ﹤0.01% 306
2020
Q4 		$1.34M Sell
5,987
-66
-1% -$13.9K ﹤0.01% 306
2020
Q3 		$1.19M Sell
6,053
-11
-0.2% -$2.13K ﹤0.01% 299
2020
Q2 		$1.09M Buy
6,064
+12
+0.2% +$2.03K ﹤0.01% 303
2020
Q1 		$898K Buy
6,052
+81
+1% +$14.4K 0.01% 299
2019
Q4 		$1.13M Buy
5,971
+4
+0.1% +$721 0.01% 302
2019
Q3 		$1.04M Buy
5,967
+16
+0.3% +$2.77K 0.01% 294
2019
Q2 		$1.03M Sell
5,951
-216
-4% -$36.6K 0.01% 293
2019
Q1 		$1.03M Sell
6,167
-1,094
-15% -$176K 0.01% 282
2018
Q4 		$1.07M Sell
7,261
-159
-2% -$25.3K 0.01% 285
2018
Q3 		$1.28M Sell
7,420
-268
-3% -$45.4K 0.01% 277
2018
Q2 		$1.25M Sell
7,688
-50
-0.6% -$8.04K 0.01% 279
2018
Q1 		$1.21M Sell
7,738
-164
-2% -$26.5K 0.01% 292
2017
Q4 		$1.25M Sell
7,902
-22
-0.3% -$3.39K 0.01% 282
2017
Q3 		$1.18M Buy
7,924
+26
+0.3% +$3.8K 0.01% 284
2017
Q2 		$1.14M Sell
7,898
-1,336
-14% -$190K 0.01% 284
2017
Q1 		$1.29M Sell
9,234
-22
-0.2% -$3.04K 0.01% 278
2016
Q4 		$1.23M Sell
9,256
-77
-0.8% -$9.98K 0.01% 277
2016
Q3 		$1.2M Sell
9,333
-144
-2% -$18.4K 0.01% 274
2016
Q2 		$1.18M Sell
9,477
-109
-1% -$13.3K 0.02% 269
2016
Q1 		$1.16M Sell
9,586
-76
-0.8% -$8.69K 0.02% 261
2015
Q4 		$1.16M Buy
9,662
+712
+8% +$86.6K 0.02% 263
2015
Q3 		$1.02M Sell
8,950
-59
-0.7% -$7.14K 0.02% 257
2015
Q2 		$1.12M Buy
9,009
+35
+0.4% +$4.41K 0.02% 238
2015
Q1 		$1.11M Buy
8,974
+160
+2% +$19.7K 0.02% 241
2014
Q4 		$1.08M Sell
8,814
-374
-4% -$44.6K 0.02% 246
2014
Q3 		$1.07M Sell
9,188
-535
-6% -$63K 0.02% 242
2014
Q2 		$1.15M Sell
9,723
-68
-0.7% -$7.73K 0.02% 234
2014
Q1 		$1.1M Sell
9,791
-17,749
-64% -$1.96M 0.02% 234
2013
Q4 		$3.05M Buy
27,540
+17,749
+181% +$1.88M 0.05% 173
2013
Q3 		$990K Buy
9,791
+6
+0.1% +$601 0.02% 221
2013
Q2 		$943K Buy
+9,785
New +$937K 0.02% 214

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 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

Kayne Anderson Rudnick Investment Management's IWV Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its iShares Russell 3000 ETF (IWV) stake by 27% in Q2 2026, selling an estimated $820K and leaving 5,497 shares worth $2.34M. The position accounts for 0.01% of the portfolio, ranked #331.

Kayne Anderson Rudnick Investment Management first reported a position in IWV in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.32M in Q3 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 5,497 shares of iShares Russell 3000 ETF worth $2.34M as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management sold 1,991 iShares Russell 3000 ETF shares in Q2 2026, an estimated $820K.
  • iShares Russell 3000 ETF made up 0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #331 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 53 quarters since.
  • Kayne Anderson Rudnick Investment Management's iShares Russell 3000 ETF position peaked at $3.32M in Q3 2025.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.