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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
Q2 		$896K Hold
2,102
– – 0.43% 47
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

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

Nancy E. Dempze's IWV Position: Q2 2026 in Review

Nancy E. Dempze held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 2,102 shares worth $896K. The position accounts for 0.43% of the portfolio, ranked #47.

Nancy E. Dempze first reported a position in IWV in Q4 2015 and has held it in 20 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Nancy E. Dempze held 2,102 shares of iShares Russell 3000 ETF worth $896K as of Q2 2026.
  • Nancy E. Dempze left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.43% of Nancy E. Dempze's portfolio in Q2 2026, its #47 holding.
  • Nancy E. Dempze first reported a position in iShares Russell 3000 ETF in Q4 2015 and has held it in 20 quarters since.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Nancy E. Dempze's 13F filing for Q2 2026, filed 13 Aug 2026.