Kovitz Investment Group Partners
IWV icon

Kovitz Investment Group Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Kovitz Investment Group Partners’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 		– Sell
-577
Closed -$214K – 504
2026
Q1 		$214K Buy
+577
New +$223K 0.01% 472
2025
Q4 		– Sell
-1,558
Closed -$590K – 892
2025
Q3 		$590K Buy
1,558
+215
+16% +$78.4K ﹤0.01% 983
2025
Q2 		$471K Hold
1,343
– – ﹤0.01% 993
2025
Q1 		$427K Buy
1,343
+54
+4% +$18.1K ﹤0.01% 948
2024
Q4 		$431K Sell
1,289
-174
-12% -$58.6K ﹤0.01% 942
2024
Q3 		$201K Buy
1,463
+307
+27% +$96.6K ﹤0.01% 953
2024
Q2 		$357K Buy
+1,156
New +$345K ﹤0.01% 702

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

Kovitz Investment Group Partners's IWV Position: Q2 2026 in Review

Kovitz Investment Group Partners sold out of iShares Russell 3000 ETF (IWV) in Q2 2026, closing a stake of 577 shares — an estimated $214K sold.

Kovitz Investment Group Partners first reported a position in IWV in Q2 2024 and held it in 7 quarters. The position peaked at $590K in Q3 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Kovitz Investment Group Partners reported no remaining iShares Russell 3000 ETF position as of Q2 2026 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 577 iShares Russell 3000 ETF shares in Q2 2026, an estimated $214K.
  • Kovitz Investment Group Partners first reported a position in iShares Russell 3000 ETF in Q2 2024 and held it in 7 quarters.
  • Kovitz Investment Group Partners's iShares Russell 3000 ETF position peaked at $590K in Q3 2025.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.