P.J. Schmidt Investment Management (PJS)’s iShares Russell 3000 ETF IWV Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	$562K	Hold	1,317	–	–	0.09%	122
2026 Q1	$488K	Hold	1,317	–	–	0.08%	125
2025 Q4	$509K	Hold	1,317	–	–	0.08%	120
2025 Q3	$499K	Buy	1,317 +167	+15%	+$60.9K	0.08%	123
2025 Q2	$404K	Hold	1,150	–	–	0.07%	146
2025 Q1	$365K	Hold	1,150	–	–	0.07%	139
2024 Q4	$384K	Hold	1,150	–	–	0.07%	131
2024 Q3	$376K	Hold	1,150	–	–	0.06%	138
2024 Q2	$355K	Hold	1,150	–	–	0.06%	138
2024 Q1	$345K	Hold	1,150	–	–	0.07%	142
2023 Q4	$321K	Sell	1,150 -350	-23%	-$89.2K	0.06%	140
2023 Q3	$365K	Hold	1,500	–	–	0.08%	125
2023 Q2	$393K	Hold	1,500	–	–	0.08%	121
2023 Q1	$354K	Hold	1,500	–	–	0.07%	133
2022 Q4	$331K	Hold	1,500	–	–	0.08%	129
2022 Q3	$324K	Hold	1,500	–	–	0.08%	130
2022 Q2	$358K	Sell	1,500 -300	-17%	-$71K	0.08%	129
2022 Q1	$430K	Hold	1,800	–	–	0.1%	118
2021 Q4	$470K	Hold	1,800	–	–	0.09%	125
2021 Q3	$487K	Hold	1,800	–	–	0.1%	120
2021 Q2	$470K	Hold	1,800	–	–	0.09%	123
2021 Q1	$452K	Hold	1,800	–	–	0.09%	124
2020 Q4	$401K	Hold	1,800	–	–	0.09%	121
2020 Q3	$358K	Hold	1,800	–	–	0.09%	116
2020 Q2	$324K	Hold	1,800	–	–	0.1%	101
2020 Q1	$267K	Sell	1,800 -400	-18%	-$71.2K	0.09%	104
2019 Q4	$415K	Hold	2,200	–	–	0.11%	106
2019 Q3	$382K	Sell	2,200 -200	-8%	-$34.7K	0.11%	104
2019 Q2	$414K	Hold	2,400	–	–	0.12%	106
2019 Q1	$400K	Sell	2,400 -1,100	-31%	-$177K	0.12%	105
2018 Q4	$514K	Hold	3,500	–	–	0.17%	90
2018 Q3	$603K	Hold	3,500	–	–	0.17%	92
2018 Q2	$568K	Hold	3,500	–	–	0.17%	90
2018 Q1	$547K	Hold	3,500	–	–	0.16%	90
2017 Q4	$554K	Hold	3,500	–	–	0.16%	89
2017 Q3	$522K	Hold	3,500	–	–	0.16%	93
2017 Q2	$504K	Hold	3,500	–	–	0.15%	89
2017 Q1	$490K	Hold	3,500	–	–	0.17%	90
2016 Q4	$465K	Hold	3,500	–	–	0.17%	90
2016 Q3	$449K	Hold	3,500	–	–	0.17%	99
2016 Q2	$434K	Hold	3,500	–	–	0.16%	103
2016 Q1	$423K	Hold	3,500	–	–	0.17%	109
2015 Q4	$421K	Hold	3,500	–	–	0.17%	109
2015 Q3	$399K	Hold	3,500	–	–	0.17%	108
2015 Q2	$434K	Hold	3,500	–	–	0.17%	112
2015 Q1	$433K	Hold	3,500	–	–	0.17%	114
2014 Q4	$428K	Hold	3,500	–	–	0.17%	113
2014 Q3	$409K	Sell	3,500 -1,500	-30%	-$177K	0.17%	113
2014 Q2	$589K	Hold	5,000	–	–	0.23%	100
2014 Q1	$562K	Sell	5,000 -1,000	-17%	-$110K	0.22%	96
2013 Q4	$664K	Hold	6,000	–	–	0.28%	80
2013 Q3	$607K	Sell	6,000 -470	-7%	-$47.1K	0.28%	77
2013 Q2	$624K	Buy	+6,470	New	+$619K	0.3%	71

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

P.J. Schmidt Investment Management (PJS)'s IWV Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,317 shares worth $562K. The position accounts for 0.09% of the portfolio, ranked #122.

P.J. Schmidt Investment Management (PJS) first reported a position in IWV in Q2 2013 and has held it in 53 quarters since. The position peaked at $664K in Q4 2013. 913 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

P.J. Schmidt Investment Management (PJS) held 1,317 shares of iShares Russell 3000 ETF worth $562K as of Q2 2026.
P.J. Schmidt Investment Management (PJS) left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.09% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #122 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 53 quarters since.
P.J. Schmidt Investment Management (PJS)'s iShares Russell 3000 ETF position peaked at $664K in Q4 2013.
913 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.