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Rebalance’s iShares Russell 3000 ETF IWV Stock Holding History

Rebalance’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 		$10.3M Sell
24,185
-559
-2% -$230K 0.54% 21
2026
Q1 		$9.17M Buy
24,744
+48
+0.2% +$18.6K 0.53% 21
2025
Q4 		$9.55M Buy
24,696
+44
+0.2% +$16.9K 0.56% 19
2025
Q3 		$9.34M Buy
24,652
+59
+0.2% +$21.5K 0.56% 20
2025
Q2 		$8.63M Buy
24,593
+5,757
+31% +$1.87M 0.59% 18
2025
Q1 		$5.98M Buy
18,836
+46
+0.2% +$15.4K 0.44% 22
2024
Q4 		$6.28M Buy
18,790
+54
+0.3% +$18.2K 0.47% 22
2024
Q3 		$6.12M Hold
18,736
– – 0.45% 23
2024
Q2 		$5.78M Hold
18,736
– – 0.47% 22
2024
Q1 		$5.62M Sell
18,736
-1,473
-7% -$420K 0.46% 25
2023
Q4 		$5.53M Sell
20,209
-934
-4% -$238K 0.48% 23
2023
Q3 		$5.18M Hold
21,143
– – 0.5% 21
2023
Q2 		$5.38M Buy
21,143
+53
+0.3% +$12.7K 0.51% 21
2023
Q1 		$4.96M Buy
21,090
+72
+0.3% +$16.6K 0.49% 22
2022
Q4 		$4.64M Buy
+21,018
New +$4.67M 0.48% 22

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

Rebalance's IWV Position: Q2 2026 in Review

Rebalance reduced its iShares Russell 3000 ETF (IWV) stake by 2.3% in Q2 2026, selling an estimated $230K and leaving 24,185 shares worth $10.3M. The position accounts for 0.54% of the portfolio, ranked #21.

Rebalance first reported a position in IWV in Q4 2022 and has held it in 15 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Rebalance held 24,185 shares of iShares Russell 3000 ETF worth $10.3M as of Q2 2026.
  • Rebalance sold 559 iShares Russell 3000 ETF shares in Q2 2026, an estimated $230K.
  • iShares Russell 3000 ETF made up 0.54% of Rebalance's portfolio in Q2 2026, its #21 holding.
  • Rebalance first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 15 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.