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Oppenheimer & Co’s iShares Russell 3000 ETF IWV Stock Holding History

Oppenheimer & Co’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 		$515K Hold
1,389
– – 0.01% 1180
2025
Q4 		$537K Sell
1,389
-36
-3% -$13.8K 0.01% 1050
2025
Q3 		$540K Sell
1,425
-125
-8% -$45.6K 0.01% 1148
2025
Q2 		$544K Buy
+1,550
New +$503K 0.01% 1109
2024
Q1 		– Sell
-1,076
Closed -$295K – 1477
2023
Q4 		$295K Buy
+1,076
New +$274K 0.01% 1149
2022
Q2 		– Sell
-782
Closed -$205K – 1479
2022
Q1 		$205K Sell
782
-398
-34% -$103K ﹤0.01% 1343
2021
Q4 		$327K Buy
1,180
+3
+0.3% +$813 0.01% 1191
2021
Q3 		$300K Buy
1,177
+3
+0.3% +$785 0.01% 1226
2021
Q2 		$300K Buy
1,174
+2
+0.2% +$499 0.01% 1240
2021
Q1 		$278K Buy
1,172
+3
+0.3% +$697 0.01% 1215
2020
Q4 		$261K Buy
1,169
+4
+0.3% +$840 0.01% 1138
2020
Q3 		$228K Buy
1,165
+4
+0.3% +$774 0.01% 1104
2020
Q2 		$209K Buy
+1,161
New +$197K 0.01% 1109
2019
Q4 		– Sell
-1,238
Closed -$215K – 1293
2019
Q3 		$215K Hold
1,238
– – 0.01% 1106
2019
Q2 		$213K Buy
+1,238
New +$210K 0.01% 1160
2018
Q4 		– Sell
-1,173
Closed -$202K – 1309
2018
Q3 		$202K Buy
+1,173
New +$199K 0.01% 1222

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

Oppenheimer & Co's IWV Position: Q1 2026 in Review

Oppenheimer & Co held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 1,389 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #1180.

Oppenheimer & Co first reported a position in IWV in Q3 2018 and has held it in 16 quarters since. The position peaked at $544K in Q2 2025. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Oppenheimer & Co held 1,389 shares of iShares Russell 3000 ETF worth $515K as of Q1 2026.
  • Oppenheimer & Co left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
  • iShares Russell 3000 ETF made up 0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #1180 holding.
  • Oppenheimer & Co first reported a position in iShares Russell 3000 ETF in Q3 2018 and has held it in 16 quarters since.
  • Oppenheimer & Co's iShares Russell 3000 ETF position peaked at $544K in Q2 2025.
  • 867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.