Oxbow Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Oxbow Advisors’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	$488K	Sell	1,145 -512	-31%	-$211K	0.04%	182
2026 Q1	$614K	Sell	1,657 -178	-10%	-$68.9K	0.05%	161
2025 Q4	$710K	Sell	1,835 -94	-5%	-$36.1K	0.06%	153
2025 Q3	$731K	Hold	1,929	–	–	0.07%	139
2025 Q2	$677K	Sell	1,929 -176	-8%	-$57.2K	0.07%	127
2025 Q1	$669K	Hold	2,105	–	–	0.07%	125
2024 Q4	$704K	Hold	2,105	–	–	0.08%	122
2024 Q3	$688K	Hold	2,105	–	–	0.07%	119
2024 Q2	$650K	Sell	2,105 -389	-16%	-$116K	0.08%	120
2024 Q1	$748K	Hold	2,494	–	–	0.1%	102
2023 Q4	$683K	Hold	2,494	–	–	0.1%	108
2023 Q3	$611K	Hold	2,494	–	–	0.1%	108
2023 Q2	$635K	Hold	2,494	–	–	0.1%	114
2023 Q1	$587K	Sell	2,494 -216	-8%	-$49.9K	0.11%	116
2022 Q4	$598K	Buy	2,710 +1,473	+119%	+$327K	0.11%	119
2022 Q3	$256K	Sell	1,237 -805	-39%	-$185K	0.04%	205
2022 Q2	$444K	Buy	+2,042	New	+$484K	0.06%	170

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

Oxbow Advisors's IWV Position: Q2 2026 in Review

Oxbow Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 31% in Q2 2026, selling an estimated $211K and leaving 1,145 shares worth $488K. The position accounts for 0.04% of the portfolio, ranked #182.

Oxbow Advisors first reported a position in IWV in Q2 2022 and has held it in 17 quarters since. The position peaked at $748K in Q1 2024. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Oxbow Advisors held 1,145 shares of iShares Russell 3000 ETF worth $488K as of Q2 2026.
Oxbow Advisors sold 512 iShares Russell 3000 ETF shares in Q2 2026, an estimated $211K.
iShares Russell 3000 ETF made up 0.04% of Oxbow Advisors's portfolio in Q2 2026, its #182 holding.
Oxbow Advisors first reported a position in iShares Russell 3000 ETF in Q2 2022 and has held it in 17 quarters since.
Oxbow Advisors's iShares Russell 3000 ETF position peaked at $748K in Q1 2024.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Oxbow Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.