Knightsbridge Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History

Knightsbridge Asset 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	$285K	Hold	668	–	–	0.04%	212
2026 Q1	$248K	Hold	668	–	–	0.03%	218
2025 Q4	$258K	Hold	668	–	–	0.04%	179
2025 Q3	$253K	Hold	668	–	–	0.04%	147
2025 Q2	$234K	Buy	+668	New	+$217K	0.05%	142
2023 Q1	–	Sell	-8,992	Closed	-$1.98M	–	141
2022 Q4	$1.98M	Buy	8,992 +7,902	+725%	+$1.76M	0.38%	56
2022 Q3	$226K	Sell	1,090 -581	-35%	-$134K	0.05%	105
2022 Q2	$363K	Buy	+1,671	New	+$396K	0.07%	91

Other funds holding IWV

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 New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Knightsbridge Asset Management's IWV Position: Q2 2026 in Review

Knightsbridge Asset Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 668 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #212.

Knightsbridge Asset Management first reported a position in IWV in Q2 2022 and has held it in 8 quarters since. The position peaked at $1.98M in Q4 2022. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Knightsbridge Asset Management held 668 shares of iShares Russell 3000 ETF worth $285K as of Q2 2026.
Knightsbridge Asset Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.04% of Knightsbridge Asset Management's portfolio in Q2 2026, its #212 holding.
Knightsbridge Asset Management first reported a position in iShares Russell 3000 ETF in Q2 2022 and has held it in 8 quarters since.
Knightsbridge Asset Management's iShares Russell 3000 ETF position peaked at $1.98M in Q4 2022.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Knightsbridge Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.