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MassMutual Private Wealth & Trust’s iShares Russell 3000 ETF IWV Stock Holding History

MassMutual Private Wealth & Trust’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 		$128K Sell
300
-200
-40% -$82.4K ﹤0.01% 535
2026
Q1 		$185K Buy
500
+300
+150% +$116K 0.01% 447
2025
Q4 		$77.4K Hold
200
– – ﹤0.01% 656
2025
Q3 		$75.8K Hold
200
– – ﹤0.01% 673
2025
Q2 		$70.2K Buy
+200
New +$65K ﹤0.01% 690
2024
Q4 		– Sell
-365
Closed -$119K – 2327
2024
Q3 		$119K Hold
365
– – ﹤0.01% 487
2024
Q2 		$113K Buy
+365
New +$109K ﹤0.01% 499
2023
Q2 		– Sell
-252
Closed -$59.3K – 1965
2023
Q1 		$59.3K Buy
+252
New +$58.2K ﹤0.01% 494
2021
Q4 		– Sell
-161
Closed -$41K – 1432
2021
Q3 		$41K Buy
+161
New +$42.2K ﹤0.01% 505
2017
Q1 		– Sell
-425
Closed -$56.5K – 1047
2016
Q4 		$56.5K Buy
+425
New +$55.1K 0.01% 345
2016
Q1 		– Sell
-1,078
Closed -$130K – 872
2015
Q4 		$130K Buy
+1,078
New +$131K 0.02% 308

Other funds holding IWV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

MassMutual Private Wealth & Trust's IWV Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its iShares Russell 3000 ETF (IWV) stake by 40% in Q2 2026, selling an estimated $82.4K and leaving 300 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

MassMutual Private Wealth & Trust first reported a position in IWV in Q4 2015 and has held it in 11 quarters since. The position peaked at $185K in Q1 2026. 424 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • MassMutual Private Wealth & Trust held 300 shares of iShares Russell 3000 ETF worth $128K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 200 iShares Russell 3000 ETF shares in Q2 2026, an estimated $82.4K.
  • iShares Russell 3000 ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #535 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares Russell 3000 ETF in Q4 2015 and has held it in 11 quarters since.
  • MassMutual Private Wealth & Trust's iShares Russell 3000 ETF position peaked at $185K in Q1 2026.
  • 424 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.