Rossmore Private Capital’s iShares Russell 3000 ETF IWV Stock Holding History

Rossmore Private 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	$1.6M	Buy	3,754 +185	+5%	+$76.2K	0.13%	116
2026 Q1	$1.32M	Buy	3,569 +370	+12%	+$143K	0.12%	124
2025 Q4	$1.24M	Buy	3,199 +152	+5%	+$58.3K	0.11%	128
2025 Q3	$1.15M	Buy	3,047 +205	+7%	+$74.7K	0.12%	122
2025 Q2	$998K	Sell	2,842 -2,715	-49%	-$882K	0.12%	130
2025 Q1	$1.77M	Buy	5,557 +90	+2%	+$30.2K	0.22%	83
2024 Q4	$1.83M	Buy	5,467 +3,224	+144%	+$1.09M	0.23%	83
2024 Q3	$774K	Buy	2,243 +1,275	+132%	+$401K	0.1%	147
2024 Q2	$299K	Buy	+968	New	+$289K	0.04%	201

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

Rossmore Private Capital's IWV Position: Q2 2026 in Review

Rossmore Private Capital increased its iShares Russell 3000 ETF (IWV) stake by 5.2% in Q2 2026, buying an estimated $76.2K and bringing the position to 3,754 shares worth $1.6M. The position accounts for 0.13% of the portfolio, ranked #116.

Rossmore Private Capital first reported a position in IWV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.83M in Q4 2024. 911 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Rossmore Private Capital held 3,754 shares of iShares Russell 3000 ETF worth $1.6M as of Q2 2026.
Rossmore Private Capital bought 185 iShares Russell 3000 ETF shares in Q2 2026, an estimated $76.2K.
iShares Russell 3000 ETF made up 0.13% of Rossmore Private Capital's portfolio in Q2 2026, its #116 holding.
Rossmore Private Capital first reported a position in iShares Russell 3000 ETF in Q2 2024 and has held it in 9 quarters since.
Rossmore Private Capital's iShares Russell 3000 ETF position peaked at $1.83M in Q4 2024.
911 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.