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Nations Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

Nations Financial Group’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 		$29.3M Sell
68,656
-2,508
-4% -$1.03M 1.4% 9
2026
Q1 		$26.4M Buy
71,164
+3,902
+6% +$1.51M 1.36% 9
2025
Q4 		$26M Buy
67,262
+1,313
+2% +$504K 1.37% 11
2025
Q3 		$25M Sell
65,949
-1,944
-3% -$709K 1.56% 7
2025
Q2 		$23.8M Sell
67,893
-50
-0.1% -$16.2K 1.64% 7
2025
Q1 		$21.6M Sell
67,943
-2,721
-4% -$912K 1.65% 6
2024
Q4 		$23.6M Sell
70,664
-564
-0.8% -$190K 1.73% 7
2024
Q3 		$23.3M Buy
71,228
+535
+0.8% +$168K 1.69% 6
2024
Q2 		$21.8M Buy
70,693
+233
+0.3% +$69.5K 1.78% 6
2024
Q1 		$21.1M Sell
70,460
-1,297
-2% -$370K 1.78% 6
2023
Q4 		$19.6M Buy
71,757
+492
+0.7% +$125K 1.82% 5
2023
Q3 		$17.5M Buy
71,265
+367
+0.5% +$93.8K 1.76% 5
2023
Q2 		$18M Buy
70,898
+157
+0.2% +$37.8K 1.77% 6
2023
Q1 		$16.7M Buy
70,741
+369
+0.5% +$85.2K 1.75% 6
2022
Q4 		$15.5M Sell
70,372
-953
-1% -$212K 1.74% 6
2022
Q3 		$14.8M Buy
71,325
+498
+0.7% +$115K 2.14% 5
2022
Q2 		$15.4M Buy
70,827
+3,850
+6% +$912K 2.07% 5
2022
Q1 		$17.6M Sell
66,977
-8
-0% -$2.07K 2.11% 5
2021
Q4 		$18.6M Buy
66,985
+4,448
+7% +$1.2M 2.45% 5
2021
Q3 		$15.9M Buy
62,537
+861
+1% +$225K 2.42% 4
2021
Q2 		$15.8M Buy
61,676
+59,605
+2,878% +$14.9M 2.64% 3
2021
Q1 		$492K Buy
2,071
+13
+0.6% +$3.02K 0.11% 219
2020
Q4 		$460K Buy
2,058
+45
+2% +$9.45K 0.12% 205
2020
Q3 		$394K Buy
2,013
+148
+8% +$28.6K 0.12% 199
2020
Q2 		$336K Buy
1,865
+40
+2% +$6.78K 0.12% 200
2020
Q1 		$271K Buy
1,825
+705
+63% +$125K 0.12% 201
2019
Q4 		$211K Buy
+1,120
New +$202K 0.07% 268

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

Nations Financial Group's IWV Position: Q2 2026 in Review

Nations Financial Group reduced its iShares Russell 3000 ETF (IWV) stake by 3.5% in Q2 2026, selling an estimated $1.03M and leaving 68,656 shares worth $29.3M. The position accounts for 1.4% of the portfolio, ranked #9.

Nations Financial Group first reported a position in IWV in Q4 2019 and has held it in 27 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Nations Financial Group held 68,656 shares of iShares Russell 3000 ETF worth $29.3M as of Q2 2026.
  • Nations Financial Group sold 2,508 iShares Russell 3000 ETF shares in Q2 2026, an estimated $1.03M.
  • iShares Russell 3000 ETF made up 1.4% of Nations Financial Group's portfolio in Q2 2026, its #9 holding.
  • Nations Financial Group first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 27 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.