Nvest Financial’s iShares Russell 3000 ETF IWV Stock Holding History

Nvest Financial’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	$2.38M	Sell	5,582 -136	-2%	-$56K	0.75%	40
2026 Q1	$2.12M	Buy	5,718 +12	+0.2%	+$4.64K	0.79%	35
2025 Q4	$2.21M	Buy	5,706 +16	+0.3%	+$6.14K	0.92%	29
2025 Q3	$2.16M	Buy	5,690 +14	+0.2%	+$5.11K	1.24%	23
2025 Q2	$1.99M	Buy	5,676 +15	+0.3%	+$4.87K	1.04%	30
2025 Q1	$1.8M	Buy	5,661 +14	+0.2%	+$4.69K	0.96%	33
2024 Q4	$1.89M	Buy	5,647 +17	+0.3%	+$5.72K	0.96%	32
2024 Q3	$1.84M	Buy	5,630 +19	+0.3%	+$5.98K	1.05%	31
2024 Q2	$1.73M	Buy	5,611 +14	+0.3%	+$4.18K	1.06%	32
2024 Q1	$1.68M	Buy	5,597 +14	+0.3%	+$3.99K	1.12%	29
2023 Q4	$1.53M	Buy	5,583 +44	+0.8%	+$11.2K	1.2%	29
2023 Q3	$1.36M	Hold	5,539	–	–	1.27%	24
2023 Q2	$1.41M	Buy	5,539 +15	+0.3%	+$3.61K	1.23%	26
2023 Q1	$1.3M	Buy	5,524 +20	+0.4%	+$4.62K	1.35%	26
2022 Q4	$1.21M	Buy	5,504 +26	+0.5%	+$5.78K	1.52%	24
2022 Q3	$1.13M	Buy	5,478 +25	+0.5%	+$5.75K	1.6%	24
2022 Q2	$1.19M	Buy	5,453 +16	+0.3%	+$3.79K	1.24%	30
2022 Q1	$1.43M	Buy	+5,437	New	+$1.41M	1.17%	30

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

Nvest Financial's IWV Position: Q2 2026 in Review

Nvest Financial reduced its iShares Russell 3000 ETF (IWV) stake by 2.4% in Q2 2026, selling an estimated $56K and leaving 5,582 shares worth $2.38M. The position accounts for 0.75% of the portfolio, ranked #40.

Nvest Financial first reported a position in IWV in Q1 2022 and has held it in 18 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Nvest Financial held 5,582 shares of iShares Russell 3000 ETF worth $2.38M as of Q2 2026.
Nvest Financial sold 136 iShares Russell 3000 ETF shares in Q2 2026, an estimated $56K.
iShares Russell 3000 ETF made up 0.75% of Nvest Financial's portfolio in Q2 2026, its #40 holding.
Nvest Financial first reported a position in iShares Russell 3000 ETF in Q1 2022 and has held it in 18 quarters since.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.