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Red Spruce Capital’s iShares Russell 3000 ETF IWV Stock Holding History

Red Spruce Capital’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 		$1.01M Buy
2,375
+7
+0.3% +$2.88K 0.35% 66
2026
Q1 		$878K Buy
2,368
+67
+3% +$25.9K 0.36% 67
2025
Q4 		$890K Sell
2,301
-54
-2% -$20.7K 0.35% 69
2025
Q3 		$892K Sell
2,355
-172
-7% -$62.7K 0.36% 68
2025
Q2 		$887K Sell
2,527
-351
-12% -$114K 0.38% 68
2025
Q1 		$914K Sell
2,878
-194
-6% -$65K 0.43% 63
2024
Q4 		$1.03M Buy
3,072
+244
+9% +$82.1K 0.46% 61
2024
Q3 		$924K Sell
2,828
-79
-3% -$24.9K 0.42% 67
2024
Q2 		$897K Sell
2,907
-3,316
-53% -$990K 0.42% 66
2024
Q1 		$1.87M Sell
6,223
-187
-3% -$53.3K 0.87% 42
2023
Q4 		$1.75M Buy
6,410
+25
+0.4% +$6.37K 0.9% 43
2023
Q3 		$1.56M Sell
6,385
-12
-0.2% -$3.07K 0.89% 42
2023
Q2 		$1.63M Buy
6,397
+7
+0.1% +$1.68K 0.88% 44
2023
Q1 		$1.5M Sell
6,390
-163
-2% -$37.6K 0.88% 46
2022
Q4 		$1.45M Sell
6,553
-36
-0.5% -$8K 0.92% 42
2022
Q3 		$1.36M Buy
6,589
+62
+0.9% +$14.3K 0.96% 39
2022
Q2 		$1.42M Sell
6,527
-9
-0.1% -$2.13K 0.95% 40
2022
Q1 		$1.72M Sell
6,536
-10
-0.2% -$2.59K 0.97% 41
2021
Q4 		$1.82M Buy
6,546
+82
+1% +$22.2K 0.99% 36
2021
Q3 		$1.65M Sell
6,464
-194
-3% -$50.8K 0.96% 41
2021
Q2 		$1.7M Sell
6,658
-159
-2% -$39.6K 1.01% 41
2021
Q1 		$1.62M Buy
6,817
+84
+1% +$19.5K 1.03% 41
2020
Q4 		$1.5M Sell
6,733
-313
-4% -$65.7K 1.05% 36
2020
Q3 		$1.38M Sell
7,046
-91
-1% -$17.6K 1.12% 34
2020
Q2 		$1.28M Buy
7,137
+63
+0.9% +$10.7K 1.09% 33
2020
Q1 		$1.05M Buy
7,074
+91
+1% +$16.2K 1.09% 33
2019
Q4 		$1.32M Buy
+6,983
New +$1.26M 1.1% 40

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

Red Spruce Capital's IWV Position: Q2 2026 in Review

Red Spruce Capital increased its iShares Russell 3000 ETF (IWV) stake by 0.3% in Q2 2026, buying an estimated $2.88K and bringing the position to 2,375 shares worth $1.01M. The position accounts for 0.35% of the portfolio, ranked #66.

Red Spruce Capital first reported a position in IWV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.87M in Q1 2024. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Red Spruce Capital held 2,375 shares of iShares Russell 3000 ETF worth $1.01M as of Q2 2026.
  • Red Spruce Capital bought 7 iShares Russell 3000 ETF shares in Q2 2026, an estimated $2.88K.
  • iShares Russell 3000 ETF made up 0.35% of Red Spruce Capital's portfolio in Q2 2026, its #66 holding.
  • Red Spruce Capital first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 27 quarters since.
  • Red Spruce Capital's iShares Russell 3000 ETF position peaked at $1.87M in Q1 2024.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Red Spruce Capital's 13F filing for Q2 2026, filed 7 Jul 2026.