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 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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Knightsbridge Asset Management's IWV Position: Q1 2026 in Review

Knightsbridge Asset Management held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 668 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #218.

Knightsbridge Asset Management first reported a position in IWV in Q2 2022 and has held it in 7 quarters since. The position peaked at $1.98M in Q4 2022. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Knightsbridge Asset Management held 668 shares of iShares Russell 3000 ETF worth $248K as of Q1 2026.
Knightsbridge Asset Management left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.03% of Knightsbridge Asset Management's portfolio in Q1 2026, its #218 holding.
Knightsbridge Asset Management first reported a position in iShares Russell 3000 ETF in Q2 2022 and has held it in 7 quarters since.
Knightsbridge Asset Management's iShares Russell 3000 ETF position peaked at $1.98M in Q4 2022.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

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