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IWV icon

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

NWK 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
Q1 		$109K Hold
293
– – 0.04% 53
2025
Q4 		$113K Hold
293
– – 0.04% 54
2025
Q3 		$111K Hold
293
– – 0.04% 55
2025
Q2 		$103K Hold
293
– – 0.04% 52
2025
Q1 		$93.1K Hold
293
– – 0.04% 51
2024
Q4 		$97.9K Hold
293
– – 0.04% 56
2024
Q3 		$95.7K Hold
293
– – 0.04% 57
2024
Q2 		$90.4K Hold
293
– – 0.04% 48
2024
Q1 		$87.9K Sell
293
-48
-14% -$13.7K 0.04% 50
2023
Q4 		$93.3K Hold
341
– – 0.05% 51
2023
Q3 		$83.6K Buy
341
+17
+5% +$4.34K 0.05% 48
2023
Q2 		$82.5K Hold
324
– – 0.05% 53
2023
Q1 		$76.3K Hold
324
– – 0.05% 57
2022
Q4 		$71.5K Sell
324
-70
-18% -$15.6K 0.05% 54
2022
Q3 		$82K Buy
394
+21
+6% +$4.83K 0.06% 46
2022
Q2 		$81K Hold
373
– – 0.05% 57
2022
Q1 		$98K Buy
373
+3
+0.8% +$777 0.05% 60
2021
Q4 		$103K Hold
370
– – 0.04% 66
2021
Q3 		$94K Sell
370
-171
-32% -$44.8K 0.04% 66
2021
Q2 		$138K Buy
541
+4
+0.7% +$997 0.06% 67
2021
Q1 		$127K Hold
537
– – 0.06% 74
2020
Q4 		$120K Hold
537
– – 0.05% 72
2020
Q3 		$105K Buy
537
+70
+15% +$13.5K 0.05% 73
2020
Q2 		$84K Sell
467
-202
-30% -$34.2K 0.05% 72
2020
Q1 		$99K Hold
669
– – 0.08% 63
2019
Q4 		$126K Buy
+669
New +$121K 0.1% 69

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

NWK Group's IWV Position: Q1 2026 in Review

NWK Group held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 293 shares worth $109K. The position accounts for 0.04% of the portfolio, ranked #53.

NWK Group first reported a position in IWV in Q4 2019 and has held it in 26 quarters since. The position peaked at $138K in Q2 2021. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • NWK Group held 293 shares of iShares Russell 3000 ETF worth $109K as of Q1 2026.
  • NWK Group left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
  • iShares Russell 3000 ETF made up 0.04% of NWK Group's portfolio in Q1 2026, its #53 holding.
  • NWK Group first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 26 quarters since.
  • NWK Group's iShares Russell 3000 ETF position peaked at $138K in Q2 2021.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on NWK Group's 13F filing for Q1 2026, filed 7 May 2026.