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 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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Nvest Financial's IWV Position: Q1 2026 in Review

Nvest Financial increased its iShares Russell 3000 ETF (IWV) stake by 0.21% in Q1 2026, buying an estimated $4.64K and bringing the position to 5,718 shares worth $2.12M. The position accounts for 0.79% of the portfolio, ranked #35.

Nvest Financial first reported a position in IWV in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.21M in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Nvest Financial held 5,718 shares of iShares Russell 3000 ETF worth $2.12M as of Q1 2026.
Nvest Financial bought 12 iShares Russell 3000 ETF shares in Q1 2026, an estimated $4.64K.
iShares Russell 3000 ETF made up 0.79% of Nvest Financial's portfolio in Q1 2026, its #35 holding.
Nvest Financial first reported a position in iShares Russell 3000 ETF in Q1 2022 and has held it in 17 quarters since.
Nvest Financial's iShares Russell 3000 ETF position peaked at $2.21M in Q4 2025.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.