Natixis Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Natixis 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
2025 Q4	–	Sell	-12,116	Closed	-$4.59M	–	1666
2025 Q3	$4.59M	Buy	12,116 +2,061	+20%	+$751K	0.01%	860
2025 Q2	$3.53M	Buy	+10,055	New	+$3.27M	0.01%	902
2024 Q1	–	Sell	-10,264	Closed	-$2.81M	–	1554
2023 Q4	$2.81M	Sell	10,264 -153	-1%	-$39K	0.01%	914
2023 Q3	$2.55M	Sell	10,417 -326	-3%	-$83.3K	0.01%	904
2023 Q2	$2.73M	Buy	10,743 +108	+1%	+$26K	0.01%	880
2023 Q1	$2.5M	Sell	10,635 -141	-1%	-$32.5K	0.01%	885
2022 Q4	$2.38M	Buy	10,776 +214	+2%	+$47.6K	0.01%	885
2022 Q3	$2.19M	Sell	10,562 -145	-1%	-$33.4K	0.01%	866
2022 Q2	$2.33M	Sell	10,707 -498	-4%	-$118K	0.01%	865
2022 Q1	$2.94M	Buy	11,205 +282	+3%	+$73K	0.01%	849
2021 Q4	$3.03M	Buy	10,923 +229	+2%	+$62K	0.01%	839
2021 Q3	$2.73M	Sell	10,694 -278	-3%	-$72.8K	0.01%	832
2021 Q2	$2.81M	Buy	10,972 +653	+6%	+$163K	0.01%	812
2021 Q1	$2.45M	Sell	10,319 -427	-4%	-$99.2K	0.01%	808
2020 Q4	$2.4M	Sell	10,746 -391	-4%	-$82.1K	0.01%	777
2020 Q3	$2.18M	Sell	11,137 -541	-5%	-$105K	0.01%	766
2020 Q2	$2.1M	Sell	11,678 -567	-5%	-$96.1K	0.01%	786
2020 Q1	$1.82M	Sell	12,245 -99	-0.8%	-$17.6K	0.01%	757
2019 Q4	$2.33M	Buy	12,344 +364	+3%	+$65.6K	0.02%	761
2019 Q3	$2.08M	Buy	11,980 +856	+8%	+$148K	0.02%	766
2019 Q2	$1.92M	Sell	11,124 -3	-0%	-$509	0.02%	785
2019 Q1	$1.85M	Sell	11,127 -1,417	-11%	-$227K	0.02%	784
2018 Q4	$1.84M	Buy	12,544 +1,779	+17%	+$283K	0.02%	737
2018 Q3	$1.85M	Sell	10,765 -367	-3%	-$62.2K	0.02%	790
2018 Q2	$1.81M	Sell	11,132 -9	-0.1%	-$1.45K	0.02%	782
2018 Q1	$1.74M	Sell	11,141 -519	-4%	-$83.8K	0.02%	776
2017 Q4	$1.84M	Buy	11,660 +98	+0.8%	+$15.1K	0.02%	733
2017 Q3	$1.73M	Buy	11,562 +299	+3%	+$43.7K	0.02%	753
2017 Q2	$1.62M	Buy	11,263 +28	+0.2%	+$3.98K	0.02%	756
2017 Q1	$1.57M	Sell	11,235 -38	-0.3%	-$5.25K	0.02%	758
2016 Q4	$1.5M	Buy	11,273 +985	+10%	+$128K	0.02%	740
2016 Q3	$1.32M	Buy	+10,288	New	+$1.31M	0.02%	738
2014 Q3	–	Sell	-4,822	Closed	-$568K	–	1126
2014 Q2	$568K	Buy	4,822 +92	+2%	+$10.5K	0.01%	974
2014 Q1	$531K	Buy	4,730 +1,051	+29%	+$116K	0.01%	934
2013 Q4	$407K	Sell	3,679 -4,760	-56%	-$505K	0.01%	941
2013 Q3	$853K	Buy	8,439 +2,517	+43%	+$252K	0.02%	715
2013 Q2	$571K	Buy	+5,922	New	+$567K	0.01%	786

Other funds holding IWV

SCM

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

RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Natixis Advisors's IWV Position: Q4 2025 in Review

Natixis Advisors sold out of iShares Russell 3000 ETF (IWV) in Q4 2025, closing a stake of 12,116 shares — an estimated $4.59M sold.

Natixis Advisors first reported a position in IWV in Q2 2013 and held it in 37 quarters. The position peaked at $4.59M in Q3 2025. 896 funds tracked by Wall St. Rank hold IWV as of Q4 2025.

Natixis Advisors reported no remaining iShares Russell 3000 ETF position as of Q4 2025 after selling out during the quarter.
Natixis Advisors sold 12,116 iShares Russell 3000 ETF shares in Q4 2025, an estimated $4.59M.
Natixis Advisors first reported a position in iShares Russell 3000 ETF in Q2 2013 and held it in 37 quarters.
Natixis Advisors's iShares Russell 3000 ETF position peaked at $4.59M in Q3 2025.
896 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2025.

Based on Natixis Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.