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NEPC LLC’s iShares Russell 3000 ETF IWV Stock Holding History

NEPC LLC’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 		$19.6M Hold
46,031
– – 0.37% 25
2026
Q1 		$17.1M Buy
46,031
+70
+0.2% +$27.1K 0.34% 25
2025
Q4 		$17.8M Buy
45,961
+18,112
+65% +$6.95M 0.38% 23
2025
Q3 		$10.6M Buy
27,849
+2
+0% +$729 0.28% 31
2025
Q2 		$9.77M Buy
27,847
+13,730
+97% +$4.46M 0.25% 30
2025
Q1 		$4.48M Buy
+14,117
New +$4.73M 0.12% 33
2023
Q1 		– Sell
-43,656
Closed -$10.8M – 26
2022
Q4 		$10.8M Hold
43,656
– – 2.58% 6
2022
Q3 		$10.8M Buy
+43,656
New +$10M 1.46% 6
2021
Q1 		– Sell
-465
Closed -$104K – 39
2020
Q4 		$104K Hold
465
– – 0.06% 25
2020
Q3 		$91K Hold
465
– – 0.06% 24
2020
Q2 		$83.7K Buy
+465
New +$78.8K 0.05% 27

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

NEPC LLC's IWV Position: Q2 2026 in Review

NEPC LLC held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 46,031 shares worth $19.6M. The position accounts for 0.37% of the portfolio, ranked #25.

NEPC LLC first reported a position in IWV in Q2 2020 and has held it in 11 quarters since. 912 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • NEPC LLC held 46,031 shares of iShares Russell 3000 ETF worth $19.6M as of Q2 2026.
  • NEPC LLC left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.37% of NEPC LLC's portfolio in Q2 2026, its #25 holding.
  • NEPC LLC first reported a position in iShares Russell 3000 ETF in Q2 2020 and has held it in 11 quarters since.
  • 912 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on NEPC LLC's 13F filing for Q2 2026, filed 14 Aug 2026.