Sand Hill Global Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Sand Hill Global Advisors’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	$4M	Sell	9,385 -259	-3%	-$107K	0.12%	86
2026 Q1	$3.57M	Sell	9,644 -78	-0.8%	-$30.2K	0.12%	89
2025 Q4	$3.76M	Sell	9,722 -80	-0.8%	-$30.7K	0.13%	88
2025 Q3	$3.71M	Sell	9,802 -53	-0.5%	-$19.3K	0.13%	89
2025 Q2	$3.46M	Sell	9,855 -26	-0.3%	-$8.45K	0.13%	89
2025 Q1	$3.14M	Sell	9,881 -50	-0.5%	-$16.8K	0.13%	87
2024 Q4	$3.32M	Sell	9,931 -231	-2%	-$77.8K	0.14%	84
2024 Q3	$3.32M	Buy	10,162 +1	+0%	+$315	0.14%	82
2024 Q2	$3.14M	Sell	10,161 -433	-4%	-$129K	0.14%	84
2024 Q1	$3.18M	Sell	10,594 -627	-6%	-$179K	0.15%	77
2023 Q4	$3.07M	Buy	11,221 +2	+0%	+$510	0.15%	79
2023 Q3	$2.75M	Sell	11,219 -857	-7%	-$219K	0.15%	73
2023 Q2	$3.07M	Sell	12,076 -77	-0.6%	-$18.5K	0.15%	71
2023 Q1	$2.86M	Sell	12,153 -15	-0.1%	-$3.46K	0.15%	73
2022 Q4	$2.69M	Sell	12,168 -623	-5%	-$138K	0.15%	78
2022 Q3	$2.65M	Sell	12,791 -23	-0.2%	-$5.29K	0.17%	71
2022 Q2	$2.79M	Sell	12,814 -1,721	-12%	-$408K	0.16%	75
2022 Q1	$3.81M	Buy	14,535 +108	+0.7%	+$28K	0.21%	61
2021 Q4	$4M	Buy	14,427 +2	+0%	+$542	0.22%	61
2021 Q3	$3.68M	Hold	14,425	–	–	0.22%	62
2021 Q2	$3.69M	Sell	14,425 -981	-6%	-$245K	0.23%	60
2021 Q1	$3.65M	Sell	15,406 -1,478	-9%	-$343K	0.24%	59
2020 Q4	$3.77M	Sell	16,884 -211	-1%	-$44.3K	0.25%	54
2020 Q3	$3.35M	Sell	17,095 -1,286	-7%	-$249K	0.25%	52
2020 Q2	$3.31M	Sell	18,381 -802	-4%	-$136K	0.26%	54
2020 Q1	$2.85M	Sell	19,183 -201	-1%	-$35.8K	0.27%	54
2019 Q4	$3.65M	Buy	+19,384	New	+$3.49M	0.33%	58

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

Sand Hill Global Advisors's IWV Position: Q2 2026 in Review

Sand Hill Global Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 2.7% in Q2 2026, selling an estimated $107K and leaving 9,385 shares worth $4M. The position accounts for 0.12% of the portfolio, ranked #86.

Sand Hill Global Advisors first reported a position in IWV in Q4 2019 and has held it in 27 quarters since. The position peaked at $4M in Q4 2021. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Sand Hill Global Advisors held 9,385 shares of iShares Russell 3000 ETF worth $4M as of Q2 2026.
Sand Hill Global Advisors sold 259 iShares Russell 3000 ETF shares in Q2 2026, an estimated $107K.
iShares Russell 3000 ETF made up 0.12% of Sand Hill Global Advisors's portfolio in Q2 2026, its #86 holding.
Sand Hill Global Advisors first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 27 quarters since.
Sand Hill Global Advisors's iShares Russell 3000 ETF position peaked at $4M in Q4 2021.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.