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Patten & Patten’s iShares Russell 3000 ETF IWV Stock Holding History

Patten & Patten’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 		$833K Hold
2,247
– – 0.05% 199
2025
Q4 		$869K Buy
2,247
+200
+10% +$76.8K 0.05% 195
2025
Q3 		$776K Buy
+2,047
New +$746K 0.05% 210
2014
Q2 		– Sell
-7,150
Closed -$803K – 228
2014
Q1 		$803K Sell
7,150
-1,100
-13% -$121K 0.11% 149
2013
Q4 		$913K Buy
+8,250
New +$876K 0.13% 136

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

Patten & Patten's IWV Position: Q1 2026 in Review

Patten & Patten held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 2,247 shares worth $833K. The position accounts for 0.05% of the portfolio, ranked #199.

Patten & Patten first reported a position in IWV in Q4 2013 and has held it in 5 quarters since. The position peaked at $913K in Q4 2013. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Patten & Patten held 2,247 shares of iShares Russell 3000 ETF worth $833K as of Q1 2026.
  • Patten & Patten left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
  • iShares Russell 3000 ETF made up 0.05% of Patten & Patten's portfolio in Q1 2026, its #199 holding.
  • Patten & Patten first reported a position in iShares Russell 3000 ETF in Q4 2013 and has held it in 5 quarters since.
  • Patten & Patten's iShares Russell 3000 ETF position peaked at $913K in Q4 2013.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.