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KilterHowling LLC’s iShares Russell 3000 ETF IWV Stock Holding History

KilterHowling LLC’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 		$1.84M Buy
4,324
+10
+0.2% +$4.12K 0.83% 14
2026
Q1 		$1.6M Buy
4,314
+8
+0.2% +$3.1K 0.81% 15
2025
Q4 		$1.67M Sell
4,306
-924
-18% -$355K 0.84% 16
2025
Q3 		$1.98M Buy
5,230
+13
+0.2% +$4.74K 1.1% 10
2025
Q2 		$1.83M Buy
5,217
+14
+0.3% +$4.55K 1.09% 10
2025
Q1 		$1.67M Buy
5,203
+13
+0.3% +$4.36K 1.08% 10
2024
Q4 		$1.79M Buy
5,190
+16
+0.3% +$5.39K 1.02% 10
2024
Q3 		$1.69M Buy
5,174
+17
+0.3% +$5.35K 1.06% 11
2024
Q2 		$1.59M Buy
5,157
+13
+0.3% +$3.88K 1.08% 11
2024
Q1 		$1.54M Buy
5,144
+13
+0.3% +$3.71K 1.08% 10
2023
Q4 		$1.45M Buy
5,131
+41
+0.8% +$10.5K 1.09% 10
2023
Q3 		$1.25M Hold
5,090
– – 1.1% 13
2023
Q2 		$1.3M Buy
5,090
+13
+0.3% +$3.13K 1.11% 13
2023
Q1 		$1.2M Sell
5,077
-22,106
-81% -$5.1M 1.17% 11
2022
Q4 		$6M Buy
27,183
+22,154
+441% +$4.92M 6.35% 9
2022
Q3 		$1.04M Hold
5,029
– – 1.25% 11
2022
Q2 		$1.09M Buy
5,029
+3,605
+253% +$854K 1.23% 12
2022
Q1 		$374K Buy
1,424
+4
+0.3% +$1.03K 0.38% 28
2021
Q4 		$394K Buy
+1,420
New +$385K 0.35% 30

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

KilterHowling LLC's IWV Position: Q2 2026 in Review

KilterHowling LLC increased its iShares Russell 3000 ETF (IWV) stake by 0.23% in Q2 2026, buying an estimated $4.12K and bringing the position to 4,324 shares worth $1.84M. The position accounts for 0.83% of the portfolio, ranked #14.

KilterHowling LLC first reported a position in IWV in Q4 2021 and has held it in 19 quarters since. The position peaked at $6M in Q4 2022. 905 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • KilterHowling LLC held 4,324 shares of iShares Russell 3000 ETF worth $1.84M as of Q2 2026.
  • KilterHowling LLC bought 10 iShares Russell 3000 ETF shares in Q2 2026, an estimated $4.12K.
  • iShares Russell 3000 ETF made up 0.83% of KilterHowling LLC's portfolio in Q2 2026, its #14 holding.
  • KilterHowling LLC first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 19 quarters since.
  • KilterHowling LLC's iShares Russell 3000 ETF position peaked at $6M in Q4 2022.
  • 905 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on KilterHowling LLC's 13F filing for Q2 2026, filed 11 Aug 2026.