Norden Group’s iShares Russell 3000 ETF IWV Stock Holding History

Norden 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	$4.14M	Sell	9,711 -526	-5%	-$217K	0.34%	59
2026 Q1	$3.79M	Sell	10,237 -717	-7%	-$277K	0.36%	59
2025 Q4	$4.24M	Buy	10,954 +8,761	+399%	+$3.36M	0.41%	50
2025 Q3	$831K	Sell	2,193 -1	-0%	-$365	0.08%	225
2025 Q2	$770K	Hold	2,194	–	–	0.08%	238
2025 Q1	$697K	Sell	2,194 -439	-17%	-$147K	0.08%	242
2024 Q4	$880K	Hold	2,633	–	–	0.1%	218
2024 Q3	$860K	Buy	2,633 +790	+43%	+$249K	0.1%	218
2024 Q2	$569K	Sell	1,843 -175	-9%	-$52.2K	0.12%	194
2024 Q1	$606K	Buy	+2,018	New	+$576K	0.12%	186

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

Norden Group's IWV Position: Q2 2026 in Review

Norden Group reduced its iShares Russell 3000 ETF (IWV) stake by 5.1% in Q2 2026, selling an estimated $217K and leaving 9,711 shares worth $4.14M. The position accounts for 0.34% of the portfolio, ranked #59.

Norden Group first reported a position in IWV in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.24M in Q4 2025. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Norden Group held 9,711 shares of iShares Russell 3000 ETF worth $4.14M as of Q2 2026.
Norden Group sold 526 iShares Russell 3000 ETF shares in Q2 2026, an estimated $217K.
iShares Russell 3000 ETF made up 0.34% of Norden Group's portfolio in Q2 2026, its #59 holding.
Norden Group first reported a position in iShares Russell 3000 ETF in Q1 2024 and has held it in 10 quarters since.
Norden Group's iShares Russell 3000 ETF position peaked at $4.24M in Q4 2025.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.