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MAI Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History

MAI Capital 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 		$6.12M Buy
14,352
+2,592
+22% +$1.07M 0.02% 432
2026
Q1 		$4.36M Buy
11,760
+591
+5% +$229K 0.02% 440
2025
Q4 		$4.32M Buy
11,169
+3,335
+43% +$1.28M 0.02% 425
2025
Q3 		$2.97M Buy
7,834
+132
+2% +$48.1K 0.02% 462
2025
Q2 		$2.7M Buy
7,702
+1,897
+33% +$616K 0.02% 434
2025
Q1 		$1.84M Buy
5,805
+4
+0.1% +$1.34K 0.01% 485
2024
Q4 		$1.94M Hold
5,801
– – 0.01% 486
2024
Q3 		$1.9M Sell
5,801
-72
-1% -$22.7K 0.02% 411
2024
Q2 		$1.81M Buy
5,873
+3
+0.1% +$895 0.02% 432
2024
Q1 		$1.76M Buy
5,870
+1,428
+32% +$407K 0.02% 429
2023
Q4 		$1.22M Sell
4,442
-128
-3% -$32.6K 0.02% 423
2023
Q3 		$1.12M Buy
4,570
+19
+0.4% +$4.86K 0.02% 411
2023
Q2 		$1.16M Buy
4,551
+474
+12% +$114K 0.02% 405
2023
Q1 		$960K Buy
4,077
+24
+0.6% +$5.54K 0.02% 431
2022
Q4 		$894K Buy
4,053
+218
+6% +$48.4K 0.02% 433
2022
Q3 		$794K Buy
3,835
+81
+2% +$18.6K 0.01% 424
2022
Q2 		$816K Buy
3,754
+622
+20% +$147K 0.02% 430
2022
Q1 		$822K Buy
3,132
+811
+35% +$210K 0.01% 435
2021
Q4 		$644K Buy
+2,321
New +$629K 0.01% 501

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

MAI Capital Management's IWV Position: Q2 2026 in Review

MAI Capital Management increased its iShares Russell 3000 ETF (IWV) stake by 22% in Q2 2026, buying an estimated $1.07M and bringing the position to 14,352 shares worth $6.12M. The position accounts for 0.02% of the portfolio, ranked #432.

MAI Capital Management first reported a position in IWV in Q4 2021 and has held it in 19 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • MAI Capital Management held 14,352 shares of iShares Russell 3000 ETF worth $6.12M as of Q2 2026.
  • MAI Capital Management bought 2,592 iShares Russell 3000 ETF shares in Q2 2026, an estimated $1.07M.
  • iShares Russell 3000 ETF made up 0.02% of MAI Capital Management's portfolio in Q2 2026, its #432 holding.
  • MAI Capital Management first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.