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MTM Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History

MTM Investment 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 		$733K Buy
1,720
+25
+1% +$10.3K 0.21% 112
2026
Q1 		$628K Hold
1,695
– – 0.2% 110
2025
Q4 		$656K Hold
1,695
– – 0.21% 108
2025
Q3 		$642K Hold
1,695
– – 0.2% 110
2025
Q2 		$595K Sell
1,695
-65
-4% -$21.1K 0.2% 111
2025
Q1 		$561K Buy
1,760
+75
+4% +$25.1K 0.22% 109
2024
Q4 		$563K Sell
1,685
-10
-0.6% -$3.37K 0.22% 106
2024
Q3 		$553K Hold
1,695
– – 0.22% 107
2024
Q2 		$523K Hold
1,695
– – 0.21% 105
2024
Q1 		$509K Hold
1,695
– – 0.21% 108
2023
Q4 		$464K Hold
1,695
– – 0.21% 109
2023
Q3 		$415K Hold
1,695
– – 0.21% 108
2023
Q2 		$431K Hold
1,695
– – 0.21% 105
2023
Q1 		$399K Hold
1,695
– – 0.2% 112
2022
Q4 		$374K Sell
1,695
-120
-7% -$26.7K 0.19% 114
2022
Q3 		$376K Hold
1,815
– – 0.21% 110
2022
Q2 		$400K Hold
1,815
– – 0.22% 111
2022
Q1 		$476K Hold
1,815
– – 0.23% 106
2021
Q4 		$504K Sell
1,815
-400
-18% -$108K 0.24% 103
2021
Q3 		$564K Sell
2,215
-35
-2% -$9.16K 0.31% 91
2021
Q2 		$576K Hold
2,250
– – 0.3% 91
2021
Q1 		$534K Sell
2,250
-30
-1% -$6.97K 0.3% 90
2020
Q4 		$510K Buy
+2,280
New +$479K 0.32% 86

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

MTM Investment Management's IWV Position: Q2 2026 in Review

MTM Investment Management increased its iShares Russell 3000 ETF (IWV) stake by 1.5% in Q2 2026, buying an estimated $10.3K and bringing the position to 1,720 shares worth $733K. The position accounts for 0.21% of the portfolio, ranked #112.

MTM Investment Management first reported a position in IWV in Q4 2020 and has held it in 23 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • MTM Investment Management held 1,720 shares of iShares Russell 3000 ETF worth $733K as of Q2 2026.
  • MTM Investment Management bought 25 iShares Russell 3000 ETF shares in Q2 2026, an estimated $10.3K.
  • iShares Russell 3000 ETF made up 0.21% of MTM Investment Management's portfolio in Q2 2026, its #112 holding.
  • MTM Investment Management first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 23 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.