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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
Q2 		$958K Hold
2,247
– – 0.05% 190
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

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

Patten & Patten's IWV Position: Q2 2026 in Review

Patten & Patten held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 2,247 shares worth $958K. The position accounts for 0.05% of the portfolio, ranked #190.

Patten & Patten first reported a position in IWV in Q4 2013 and has held it in 6 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Patten & Patten held 2,247 shares of iShares Russell 3000 ETF worth $958K as of Q2 2026.
  • Patten & Patten left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.05% of Patten & Patten's portfolio in Q2 2026, its #190 holding.
  • Patten & Patten first reported a position in iShares Russell 3000 ETF in Q4 2013 and has held it in 6 quarters since.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.