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Partners Capital Investment Group’s iShares Russell 3000 ETF IWV Stock Holding History

Partners Capital Investment 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
Q2 		$12.8M Buy
29,975
+68
+0.2% +$28K 0.45% 36
2026
Q1 		$11.1M Buy
29,907
+60
+0.2% +$23.2K 0.42% 35
2025
Q4 		$11.5M Buy
29,847
+83
+0.3% +$31.9K 0.43% 33
2025
Q3 		$11.3M Buy
29,764
+74
+0.2% +$27K 0.45% 34
2025
Q2 		$10.4M Sell
29,690
-5,964
-17% -$1.94M 0.42% 34
2025
Q1 		$11.3M Buy
35,654
+29,796
+509% +$9.99M 0.19% 61
2024
Q4 		$1.96M Sell
5,858
-29,447
-83% -$9.91M 0.05% 97
2024
Q3 		$11.5M Buy
35,305
+97
+0.3% +$30.5K 0.18% 63
2024
Q2 		$10.9M Buy
35,208
+29,350
+501% +$8.76M 0.18% 61
2024
Q1 		$1.76M Sell
5,858
-29,203
-83% -$8.33M 0.05% 112
2023
Q4 		$9.6M Sell
35,061
-672
-2% -$171K 0.21% 76
2023
Q3 		$8.76M Hold
35,733
– – 0.21% 77
2023
Q2 		$9.09M Buy
35,733
+29,875
+510% +$7.18M 0.19% 82
2023
Q1 		$1.38M Hold
5,858
– – 0.06% 97
2022
Q4 		$1.29M Hold
5,858
– – 0.06% 97
2022
Q3 		$1.21M Hold
5,858
– – 0.07% 100
2022
Q2 		$1.27M Hold
5,858
– – 0.09% 91
2022
Q1 		$1.54M Hold
5,858
– – 0.08% 95
2021
Q4 		$1.63M Sell
5,858
-543
-8% -$147K 0.08% 95
2021
Q3 		$1.63M Hold
6,401
– – 0.07% 91
2021
Q2 		$1.64M Hold
6,401
– – 0.07% 112
2021
Q1 		$1.52M Sell
6,401
-6,401
-50% -$1.49M 0.07% 122
2020
Q4 		$2.86M Buy
12,802
+6,401
+100% +$1.34M 0.08% 100
2020
Q3 		$1.25M Hold
6,401
– – 0.08% 92
2020
Q2 		$1.15M Sell
6,401
-1,040
-14% -$176K 0.06% 84
2020
Q1 		$1.1M Hold
7,441
– – 0.08% 72
2019
Q4 		$1.4M Buy
7,441
+7,293
+4,928% +$1.31M 0.11% 70
2019
Q3 		$26K Buy
+148
New +$25.7K ﹤0.01% 86

Other funds holding IWV

Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Partners Capital Investment Group's IWV Position: Q2 2026 in Review

Partners Capital Investment Group increased its iShares Russell 3000 ETF (IWV) stake by 0.23% in Q2 2026, buying an estimated $28K and bringing the position to 29,975 shares worth $12.8M. The position accounts for 0.45% of the portfolio, ranked #36.

Partners Capital Investment Group first reported a position in IWV in Q3 2019 and has held it in 28 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Partners Capital Investment Group held 29,975 shares of iShares Russell 3000 ETF worth $12.8M as of Q2 2026.
  • Partners Capital Investment Group bought 68 iShares Russell 3000 ETF shares in Q2 2026, an estimated $28K.
  • iShares Russell 3000 ETF made up 0.45% of Partners Capital Investment Group's portfolio in Q2 2026, its #36 holding.
  • Partners Capital Investment Group first reported a position in iShares Russell 3000 ETF in Q3 2019 and has held it in 28 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.