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

Manchester 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	$426K	Hold	1,000	–	–	0.06%	181
2026 Q1	$371K	Hold	1,000	–	–	0.05%	196
2025 Q4	$387K	Hold	1,000	–	–	0.05%	198
2025 Q3	$379K	Hold	1,000	–	–	0.05%	234
2025 Q2	$351K	Hold	1,000	–	–	0.05%	270
2025 Q1	$318K	Sell	1,000 -4,868	-83%	-$1.63M	0.04%	271
2024 Q4	$1.96M	Hold	5,868	–	–	0.23%	68
2024 Q3	$1.92M	Hold	5,868	–	–	0.22%	67
2024 Q2	$1.81M	Hold	5,868	–	–	0.22%	65
2024 Q1	$1.76M	Hold	5,868	–	–	0.22%	70
2023 Q4	$1.61M	Hold	5,868	–	–	0.22%	70
2023 Q3	$1.44M	Buy	5,868 +1,000	+21%	+$256K	0.21%	71
2023 Q2	$1.24M	Hold	4,868	–	–	0.17%	84
2023 Q1	$1.15M	Hold	4,868	–	–	0.15%	97
2022 Q4	$1.07M	Hold	4,868	–	–	0.16%	88
2022 Q3	$1.01M	Hold	4,868	–	–	0.18%	70
2022 Q2	$1.06M	Hold	4,868	–	–	0.18%	69
2022 Q1	$1.28M	Hold	4,868	–	–	0.18%	73
2021 Q4	$1.35M	Hold	4,868	–	–	0.18%	75
2021 Q3	$1.24M	Hold	4,868	–	–	0.17%	80
2021 Q2	$1.25M	Hold	4,868	–	–	0.17%	83
2021 Q1	$1.16M	Hold	4,868	–	–	0.17%	90
2020 Q4	$1.09M	Hold	4,868	–	–	0.17%	89
2020 Q3	$953K	Hold	4,868	–	–	0.15%	93
2020 Q2	$876K	Hold	4,868	–	–	0.12%	108
2020 Q1	$722K	Hold	4,868	–	–	0.12%	110
2019 Q4	$918K	Hold	4,868	–	–	0.1%	113
2019 Q3	$846K	Hold	4,868	–	–	0.1%	112
2019 Q2	$839K	Hold	4,868	–	–	0.11%	109
2019 Q1	$811K	Buy	+4,868	New	+$781K	0.1%	108
2016 Q4	–	Sell	-1,189	Closed	-$152K	–	505
2016 Q3	$152K	Sell	1,189 -650	-35%	-$83K	0.02%	226
2016 Q2	$228K	Hold	1,839	–	–	0.03%	179
2016 Q1	$222K	Hold	1,839	–	–	0.03%	187
2015 Q4	$221K	Hold	1,839	–	–	0.03%	202
2015 Q3	$209K	Hold	1,839	–	–	0.04%	194
2015 Q2	$228K	Hold	1,839	–	–	0.04%	195
2015 Q1	$227K	Hold	1,839	–	–	0.04%	192
2014 Q4	$225K	Hold	1,839	–	–	0.03%	332
2014 Q3	$215K	Hold	1,839	–	–	0.03%	336
2014 Q2	$217K	Hold	1,839	–	–	0.03%	348
2014 Q1	$207K	Hold	1,839	–	–	0.03%	333
2013 Q4	$203K	Hold	1,839	–	–	0.03%	333
2013 Q3	$186K	Hold	1,839	–	–	0.03%	340
2013 Q2	$177K	Buy	+1,839	New	+$176K	0.03%	335

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

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

Manchester Capital Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,000 shares worth $426K. The position accounts for 0.06% of the portfolio, ranked #181.

Manchester Capital Management first reported a position in IWV in Q2 2013 and has held it in 44 quarters since. The position peaked at $1.96M in Q4 2024. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Manchester Capital Management held 1,000 shares of iShares Russell 3000 ETF worth $426K as of Q2 2026.
Manchester Capital Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.06% of Manchester Capital Management's portfolio in Q2 2026, its #181 holding.
Manchester Capital Management first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 44 quarters since.
Manchester Capital Management's iShares Russell 3000 ETF position peaked at $1.96M in Q4 2024.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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