Punch & Associates Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History

Punch & Associates Investment Management’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	$2.37M	Buy	5,566 +79	+1%	+$32.5K	0.12%	130
2026 Q1	$2.03M	Buy	5,487 +394	+8%	+$152K	0.12%	132
2025 Q4	$1.97M	Buy	5,093 +166	+3%	+$63.7K	0.12%	131
2025 Q3	$1.87M	Buy	4,927 +252	+5%	+$91.9K	0.11%	131
2025 Q2	$1.64M	Buy	4,675 +61	+1%	+$19.8K	0.1%	137
2025 Q1	$1.47M	Sell	4,614 -108	-2%	-$36.2K	0.1%	136
2024 Q4	$1.58M	Buy	4,722 +935	+25%	+$315K	0.09%	143
2024 Q3	$1.24M	Buy	3,787 +1,113	+42%	+$350K	0.07%	147
2024 Q2	$825K	Buy	2,674 +453	+20%	+$135K	0.05%	157
2024 Q1	$666K	Buy	2,221 +383	+21%	+$109K	0.04%	162
2023 Q4	$503K	Buy	+1,838	New	+$469K	0.03%	179

Other funds holding IWV

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 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

Punch & Associates Investment Management's IWV Position: Q2 2026 in Review

Punch & Associates Investment Management increased its iShares Russell 3000 ETF (IWV) stake by 1.4% in Q2 2026, buying an estimated $32.5K and bringing the position to 5,566 shares worth $2.37M. The position accounts for 0.12% of the portfolio, ranked #130.

Punch & Associates Investment Management first reported a position in IWV in Q4 2023 and has held it in 11 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Punch & Associates Investment Management held 5,566 shares of iShares Russell 3000 ETF worth $2.37M as of Q2 2026.
Punch & Associates Investment Management bought 79 iShares Russell 3000 ETF shares in Q2 2026, an estimated $32.5K.
iShares Russell 3000 ETF made up 0.12% of Punch & Associates Investment Management's portfolio in Q2 2026, its #130 holding.
Punch & Associates Investment Management first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 11 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Punch & Associates Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.