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Nancy E. Dempze’s iShares Russell 3000 ETF IWV Stock Holding History

Nancy E. Dempze’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 		$779K Hold
2,102
– – 0.43% 48
2025
Q4 		$813K Hold
2,102
– – 0.42% 47
2025
Q3 		$797K Hold
2,102
– – 0.44% 48
2025
Q2 		$738K Hold
2,102
– – 0.43% 48
2025
Q1 		$668K Hold
2,102
– – 0.4% 51
2024
Q4 		$703K Hold
2,102
– – 0.41% 55
2024
Q3 		$687K Hold
2,102
– – 0.38% 59
2024
Q2 		$649K Hold
2,102
– – 0.45% 45
2024
Q1 		$631K Hold
2,102
– – 0.48% 42
2023
Q4 		$575K Hold
2,102
– – 0.48% 42
2023
Q3 		$515K Hold
2,102
– – 0.46% 45
2023
Q2 		$535K Hold
2,102
– – 0.46% 45
2023
Q1 		$495K Hold
2,102
– – 0.45% 46
2022
Q4 		$464K Sell
2,102
-103
-5% -$22.9K 0.45% 47
2022
Q3 		$457K Hold
2,205
– – 0.49% 46
2022
Q2 		$479K Hold
2,205
– – 0.48% 46
2022
Q1 		$579K Hold
2,205
– – 0.42% 49
2021
Q4 		$612K Buy
+2,205
New +$597K 0.41% 51
2016
Q1 		– Sell
-2,370
Closed -$285K – 81
2015
Q4 		$285K Buy
+2,370
New +$288K 0.55% 65

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nancy E. Dempze's IWV Position: Q1 2026 in Review

Nancy E. Dempze held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 2,102 shares worth $779K. The position accounts for 0.43% of the portfolio, ranked #48.

Nancy E. Dempze first reported a position in IWV in Q4 2015 and has held it in 19 quarters since. The position peaked at $813K in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Nancy E. Dempze held 2,102 shares of iShares Russell 3000 ETF worth $779K as of Q1 2026.
  • Nancy E. Dempze left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
  • iShares Russell 3000 ETF made up 0.43% of Nancy E. Dempze's portfolio in Q1 2026, its #48 holding.
  • Nancy E. Dempze first reported a position in iShares Russell 3000 ETF in Q4 2015 and has held it in 19 quarters since.
  • Nancy E. Dempze's iShares Russell 3000 ETF position peaked at $813K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Nancy E. Dempze's 13F filing for Q1 2026, filed 14 May 2026.