RhumbLine Advisers
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RhumbLine Advisers’s iShares Russell 3000 ETF IWV Stock Holding History

RhumbLine Advisers’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
Q1 		$1.6M Sell
4,310
-1,567,811
-100% -$607M ﹤0.01% 1974
2025
Q4 		$608M Buy
1,572,121
+1,531,939
+3,813% +$588M 0.49% 24
2025
Q3 		$15.2M Buy
40,182
+11,842
+42% +$4.32M 0.01% 885
2025
Q2 		$9.95M Buy
28,340
+6,299
+29% +$2.05M 0.01% 1054
2025
Q1 		$7M Sell
22,041
-37,124
-63% -$12.4M 0.01% 1187
2024
Q4 		$19.8M Buy
59,165
+41,419
+233% +$13.9M 0.02% 703
2024
Q3 		$5.8M Sell
17,746
-19,469
-52% -$6.13M 0.01% 1350
2024
Q2 		$11.5M Buy
37,215
+13,864
+59% +$4.14M 0.01% 962
2024
Q1 		$7.01M Sell
23,351
-38,888
-62% -$11.1M 0.01% 1239
2023
Q4 		$17M Buy
62,239
+39,757
+177% +$10.1M 0.02% 756
2023
Q3 		$5.51M Sell
22,482
-12,514
-36% -$3.2M 0.01% 1280
2023
Q2 		$8.91M Sell
34,996
-4,382
-11% -$1.05M 0.01% 1070
2023
Q1 		$9.27M Buy
+39,378
New +$9.09M 0.01% 995
2022
Q4 		– Sell
-22,244
Closed -$4.61M – 3018
2022
Q3 		$4.61M Sell
22,244
-34
-0.2% -$7.82K 0.01% 1285
2022
Q2 		$4.84M Sell
22,278
-4,493
-17% -$1.06M 0.01% 1254
2022
Q1 		$7.02M Buy
26,771
+21,657
+423% +$5.61M 0.01% 1123
2021
Q4 		$1.42M Buy
5,114
+1,661
+48% +$450K ﹤0.01% 2061
2021
Q3 		$880K Buy
+3,453
New +$904K ﹤0.01% 2286
2021
Q2 		– Sell
-882
Closed -$209K – 3053
2021
Q1 		$209K Sell
882
-6,968
-89% -$1.62M ﹤0.01% 2821
2020
Q4 		$1.75M Sell
7,850
-873
-10% -$183K ﹤0.01% 1913
2020
Q3 		$1.71M Buy
8,723
+7,183
+466% +$1.39M ﹤0.01% 1764
2020
Q2 		$277K Buy
+1,540
New +$261K ﹤0.01% 2607
2019
Q4 		– Sell
-11,607
Closed -$2.02M – 2945
2019
Q3 		$2.02M Buy
+11,607
New +$2.01M ﹤0.01% 1741
2016
Q2 		– Sell
-4,270
Closed -$516K – 3002
2016
Q1 		$516K Buy
+4,270
New +$488K ﹤0.01% 2197

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RhumbLine Advisers's IWV Position: Q1 2026 in Review

RhumbLine Advisers reduced its iShares Russell 3000 ETF (IWV) stake by 100% in Q1 2026, selling an estimated $607M and leaving 4,310 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1974.

RhumbLine Advisers first reported a position in IWV in Q1 2016 and has held it in 24 quarters since. The position peaked at $608M in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • RhumbLine Advisers held 4,310 shares of iShares Russell 3000 ETF worth $1.6M as of Q1 2026.
  • RhumbLine Advisers sold 1,567,811 iShares Russell 3000 ETF shares in Q1 2026, an estimated $607M.
  • iShares Russell 3000 ETF made up ﹤0.01% of RhumbLine Advisers's portfolio in Q1 2026, its #1974 holding.
  • RhumbLine Advisers first reported a position in iShares Russell 3000 ETF in Q1 2016 and has held it in 24 quarters since.
  • RhumbLine Advisers's iShares Russell 3000 ETF position peaked at $608M in Q4 2025.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on RhumbLine Advisers's 13F filing for Q1 2026, filed 12 May 2026.