London & Capital Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History

London & Capital 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	$1.08M	Hold	2,526	–	–	0.01%	109
2026 Q1	$936K	Hold	2,526	–	–	0.01%	115
2025 Q4	$977K	Buy	+2,526	New	+$969K	0.01%	129

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

London & Capital Asset Management's IWV Position: Q2 2026 in Review

London & Capital Asset Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 2,526 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #109.

London & Capital Asset Management first reported a position in IWV in Q4 2025 and has held it in 3 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

London & Capital Asset Management held 2,526 shares of iShares Russell 3000 ETF worth $1.08M as of Q2 2026.
London & Capital Asset Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.01% of London & Capital Asset Management's portfolio in Q2 2026, its #109 holding.
London & Capital Asset Management first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 3 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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