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North Star Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History

North Star Investment Management’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 		$12.6K Hold
34
– – ﹤0.01% 978
2025
Q4 		$13.2K Buy
+34
New +$13K ﹤0.01% 912
2025
Q2 		– Sell
-19
Closed -$6.04K – 1229
2025
Q1 		$6.04K Hold
19
– – ﹤0.01% 949
2024
Q4 		$6.35K Hold
19
– – ﹤0.01% 964
2024
Q3 		$6.21K Hold
19
– – ﹤0.01% 939
2024
Q2 		$5.87K Hold
19
– – ﹤0.01% 904
2024
Q1 		$5.7K Hold
19
– – ﹤0.01% 958
2023
Q4 		$5.2K Hold
19
– – ﹤0.01% 938
2023
Q3 		$4.66K Hold
19
– – ﹤0.01% 964
2023
Q2 		$4.83K Hold
19
– – ﹤0.01% 976
2023
Q1 		$4.47K Hold
19
– – ﹤0.01% 1002
2022
Q4 		$4.19K Hold
19
– – ﹤0.01% 993
2022
Q3 		$4K Hold
19
– – ﹤0.01% 960
2022
Q2 		$4K Hold
19
– – ﹤0.01% 973
2022
Q1 		$5K Hold
19
– – ﹤0.01% 978
2021
Q4 		$5K Hold
19
– – ﹤0.01% 997
2021
Q3 		$5K Hold
19
– – ﹤0.01% 955
2021
Q2 		$5K Buy
+19
New +$4.74K ﹤0.01% 940

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

North Star Investment Management's IWV Position: Q1 2026 in Review

North Star Investment Management held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 34 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

North Star Investment Management first reported a position in IWV in Q2 2021 and has held it in 18 quarters since. The position peaked at $13.2K in Q4 2025. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • North Star Investment Management held 34 shares of iShares Russell 3000 ETF worth $12.6K as of Q1 2026.
  • North Star Investment Management left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
  • iShares Russell 3000 ETF made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #978 holding.
  • North Star Investment Management first reported a position in iShares Russell 3000 ETF in Q2 2021 and has held it in 18 quarters since.
  • North Star Investment Management's iShares Russell 3000 ETF position peaked at $13.2K in Q4 2025.
  • 867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.