P
IWV icon

Pitcairn’s iShares Russell 3000 ETF IWV Stock Holding History

Pitcairn’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
2025
Q4 		– Sell
-341,309
Closed -$129M – 291
2025
Q3 		$129M Sell
341,309
-20,834
-6% -$7.6M 10.21% 1
2025
Q2 		$127M Sell
362,143
-174,828
-33% -$56.8M 8.33% 1
2025
Q1 		$171M Sell
536,971
-14,618
-3% -$4.9M 10.29% 1
2024
Q4 		$184M Sell
551,589
-7,355
-1% -$2.48M 10.89% 1
2024
Q3 		$183M Buy
558,944
+40,564
+8% +$12.8M 10.79% 1
2024
Q2 		$160M Sell
518,380
-15,735
-3% -$4.7M 9.77% 1
2024
Q1 		$160M Sell
534,115
-7,667
-1% -$2.19M 10.39% 1
2023
Q4 		$148M Buy
541,782
+621
+0.1% +$158K 10.96% 1
2023
Q3 		$133M Sell
541,161
-10,074
-2% -$2.57M 11.09% 1
2023
Q2 		$140M Sell
551,235
-23,495
-4% -$5.65M 11.82% 1
2023
Q1 		$135M Sell
574,730
-10,805
-2% -$2.49M 12.44% 1
2022
Q4 		$129M Sell
585,535
-36,939
-6% -$8.21M 12.89% 1
2022
Q3 		$129M Sell
622,474
-6,758
-1% -$1.55M 13.95% 1
2022
Q2 		$137M Sell
629,232
-27,080
-4% -$6.41M 14.45% 1
2022
Q1 		$172M Sell
656,312
-18,577
-3% -$4.81M 15% 1
2021
Q4 		$187M Sell
674,889
-18,010
-3% -$4.88M 12.05% 2
2021
Q3 		$177M Sell
692,899
-4,226
-0.6% -$1.11M 12.2% 2
2021
Q2 		$178M Sell
697,125
-25,657
-4% -$6.4M 11.97% 2
2021
Q1 		$171M Sell
722,782
-14,423
-2% -$3.35M 12.17% 2
2020
Q4 		$165M Sell
737,205
-24,644
-3% -$5.18M 12.58% 2
2020
Q3 		$149M Sell
761,849
-17,095
-2% -$3.31M 12.67% 2
2020
Q2 		$140M Sell
778,944
-13,435
-2% -$2.28M 13.48% 2
2020
Q1 		$118M Sell
792,379
-29,990
-4% -$5.34M 13.91% 2
2019
Q4 		$155M Sell
822,369
-4,775
-0.6% -$861K 14.34% 2
2019
Q3 		$144M Sell
827,144
-12,854
-2% -$2.23M 14.16% 2
2019
Q2 		$145M Buy
839,998
+6,664
+0.8% +$1.13M 14.49% 2
2019
Q1 		$139M Sell
833,334
-11,411
-1% -$1.83M 15.09% 2
2018
Q4 		$124M Buy
844,745
+3,800
+0.5% +$604K 13.75% 2
2018
Q3 		$145M Sell
840,945
-45,892
-5% -$7.77M 15.02% 2
2018
Q2 		$144M Sell
886,837
-63,147
-7% -$10.1M 15.29% 1
2018
Q1 		$149M Sell
949,984
-69,939
-7% -$11.3M 15.76% 2
2017
Q4 		$161M Sell
1,019,923
-48,441
-5% -$7.47M 16.1% 2
2017
Q3 		$159M Sell
1,068,364
-37,931
-3% -$5.54M 18.06% 2
2017
Q2 		$159M Buy
1,106,295
+2,825
+0.3% +$402K 19.13% 1
2017
Q1 		$154M Buy
1,103,470
+17,014
+2% +$2.35M 18.7% 1
2016
Q4 		$144M Buy
1,086,456
+87,297
+9% +$11.3M 17.86% 1
2016
Q3 		$128M Sell
999,159
-17,344
-2% -$2.22M 15.94% 2
2016
Q2 		$126M Buy
1,016,503
+53,636
+6% +$6.56M 16.17% 2
2016
Q1 		$116M Sell
962,867
-49,492
-5% -$5.66M 14.69% 2
2015
Q4 		$122M Buy
1,012,359
+175,607
+21% +$21.4M 13.53% 2
2015
Q3 		$95.3M Buy
836,752
+1,017
+0.1% +$123K 12.64% 2
2015
Q2 		$104M Sell
835,735
-53,544
-6% -$6.74M 11.97% 2
2015
Q1 		$110M Sell
889,279
-177,190
-17% -$21.8M 12.16% 2
2014
Q4 		$130M Buy
1,066,469
+119,200
+13% +$14.2M 14.04% 1
2014
Q3 		$111M Sell
947,269
-24,191
-2% -$2.85M 12.39% 2
2014
Q2 		$114M Sell
971,460
-47,530
-5% -$5.4M 12.67% 2
2014
Q1 		$114M Sell
1,018,990
-117,735
-10% -$13M 12.79% 2
2013
Q4 		$126M Sell
1,136,725
-7,419
-0.6% -$787K 13.91% 1
2013
Q3 		$116M Sell
1,144,144
-5,074
-0.4% -$508K 14.18% 1
2013
Q2 		$111M Buy
+1,149,218
New +$110M 14.83% 1

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pitcairn's IWV Position: Q4 2025 in Review

Pitcairn sold out of iShares Russell 3000 ETF (IWV) in Q4 2025, closing a stake of 341,309 shares — an estimated $129M sold.

Pitcairn first reported a position in IWV in Q2 2013 and held it in 50 quarters. The position peaked at $187M in Q4 2021. 896 funds tracked by Wall St. Rank hold IWV as of Q4 2025.

  • Pitcairn reported no remaining iShares Russell 3000 ETF position as of Q4 2025 after selling out during the quarter.
  • Pitcairn sold 341,309 iShares Russell 3000 ETF shares in Q4 2025, an estimated $129M.
  • Pitcairn first reported a position in iShares Russell 3000 ETF in Q2 2013 and held it in 50 quarters.
  • Pitcairn's iShares Russell 3000 ETF position peaked at $187M in Q4 2021.
  • 896 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2025.

Based on Pitcairn's 13F filing for Q4 2025.