Mill Creek Capital Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Mill Creek Capital Advisors’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 Q1	$48.4M	Buy	130,652 +1,938	+2%	+$750K	0.99%	17
2025 Q4	$49.8M	Sell	128,714 -634	-0.5%	-$243K	1.01%	16
2025 Q3	$49M	Sell	129,348 -954	-0.7%	-$348K	1.01%	16
2025 Q2	$45.7M	Buy	130,302 +7	+0%	+$2.27K	1.01%	16
2025 Q1	$41.4M	Buy	130,295 +2,364	+2%	+$793K	1%	15
2024 Q4	$42.8M	Buy	127,931 +1,480	+1%	+$498K	1.03%	15
2024 Q3	$41.3M	Buy	126,451 +10	+0%	+$3.15K	1%	17
2024 Q2	$39M	Buy	126,441 +2,452	+2%	+$732K	0.99%	17
2024 Q1	$37.2M	Sell	123,989 -1,954	-2%	-$557K	1.01%	18
2023 Q4	$34.5M	Buy	125,943 +678	+0.5%	+$173K	1.02%	19
2023 Q3	$30.7M	Buy	125,265 +215	+0.2%	+$54.9K	1.02%	17
2023 Q2	$31.8M	Sell	125,050 -1,657	-1%	-$398K	1.03%	18
2023 Q1	$29.8M	Buy	126,707 +1,418	+1%	+$327K	1.1%	15
2022 Q4	$27.6M	Buy	+125,289	New	+$27.8M	1.15%	14

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mill Creek Capital Advisors's IWV Position: Q1 2026 in Review

Mill Creek Capital Advisors increased its iShares Russell 3000 ETF (IWV) stake by 1.5% in Q1 2026, buying an estimated $750K and bringing the position to 130,652 shares worth $48.4M. The position accounts for 0.99% of the portfolio, ranked #17.

Mill Creek Capital Advisors first reported a position in IWV in Q4 2022 and has held it in 14 quarters since. The position peaked at $49.8M in Q4 2025. 868 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Mill Creek Capital Advisors held 130,652 shares of iShares Russell 3000 ETF worth $48.4M as of Q1 2026.
Mill Creek Capital Advisors bought 1,938 iShares Russell 3000 ETF shares in Q1 2026, an estimated $750K.
iShares Russell 3000 ETF made up 0.99% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #17 holding.
Mill Creek Capital Advisors first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 14 quarters since.
Mill Creek Capital Advisors's iShares Russell 3000 ETF position peaked at $49.8M in Q4 2025.
868 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.