New Republic Capital’s iShares Russell 3000 ETF IWV Stock Holding History

New Republic Capital’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	$9.43M	Buy	22,118 +4,695	+27%	+$1.93M	2.17%	6
2026 Q1	$6.46M	Buy	17,423 +5,168	+42%	+$2M	2.18%	12
2025 Q4	$4.74M	Buy	12,255 +720	+6%	+$276K	1.27%	18
2025 Q3	$4.37M	Buy	11,535 +8,296	+256%	+$3.02M	1.34%	14
2025 Q2	$1.14M	Buy	3,239 +1,442	+80%	+$468K	0.4%	35
2025 Q1	$571K	Hold	1,797	–	–	0.25%	61
2024 Q4	$601K	Buy	1,797 +1,789	+22,363%	+$602K	0.39%	54
2024 Q3	$2.49K	Hold	8	–	–	﹤0.01%	228
2024 Q2	$2.34K	Buy	+8	New	+$2.39K	﹤0.01%	238
2023 Q4	–	Sell	-17	Closed	-$4.26K	–	232
2023 Q3	$4.26K	Hold	17	–	–	﹤0.01%	204
2023 Q2	$4.43K	Hold	17	–	–	﹤0.01%	231
2023 Q1	$4.08K	Hold	17	–	–	﹤0.01%	222
2022 Q4	$3.81K	Buy	+17	New	+$3.78K	﹤0.01%	174

Other funds holding IWV

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 New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

New Republic Capital's IWV Position: Q2 2026 in Review

New Republic Capital increased its iShares Russell 3000 ETF (IWV) stake by 27% in Q2 2026, buying an estimated $1.93M and bringing the position to 22,118 shares worth $9.43M. The position accounts for 2.17% of the portfolio, ranked #6.

New Republic Capital first reported a position in IWV in Q4 2022 and has held it in 13 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

New Republic Capital held 22,118 shares of iShares Russell 3000 ETF worth $9.43M as of Q2 2026.
New Republic Capital bought 4,695 iShares Russell 3000 ETF shares in Q2 2026, an estimated $1.93M.
iShares Russell 3000 ETF made up 2.17% of New Republic Capital's portfolio in Q2 2026, its #6 holding.
New Republic Capital first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 13 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on New Republic Capital's 13F filing for Q2 2026, filed 31 Jul 2026.