Naviter Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

Naviter Wealth’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	$241K	Hold	650	–	–	0.03%	254
2025 Q4	$251K	Buy	+650	New	+$249K	0.03%	245
2025 Q3	–	Sell	-680	Closed	-$239K	–	272
2025 Q2	$239K	Hold	680	–	–	0.03%	252
2025 Q1	$215K	Hold	680	–	–	0.03%	250
2024 Q4	$227K	Hold	680	–	–	0.03%	256
2024 Q3	$222K	Hold	680	–	–	0.03%	221
2024 Q2	$210K	Hold	680	–	–	0.03%	218
2024 Q1	$204K	Buy	+680	New	+$194K	0.03%	215
2023 Q1	–	Sell	-27,412	Closed	-$6.35M	–	207
2022 Q4	$6.35M	Buy	+27,412	New	+$6.09M	1.74%	13

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Naviter Wealth's IWV Position: Q1 2026 in Review

Naviter Wealth held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 650 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #254.

Naviter Wealth first reported a position in IWV in Q4 2022 and has held it in 9 quarters since. The position peaked at $6.35M in Q4 2022. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Naviter Wealth held 650 shares of iShares Russell 3000 ETF worth $241K as of Q1 2026.
Naviter Wealth left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.03% of Naviter Wealth's portfolio in Q1 2026, its #254 holding.
Naviter Wealth first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 9 quarters since.
Naviter Wealth's iShares Russell 3000 ETF position peaked at $6.35M in Q4 2022.
867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.