Sapient Capital’s iShares Russell 3000 ETF IWV Stock Holding History

Sapient 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	$313K	Hold	734	–	–	﹤0.01%	321
2026 Q1	$272K	Hold	734	–	–	﹤0.01%	374
2025 Q4	$286K	Hold	734	–	–	﹤0.01%	344
2025 Q3	$277K	Hold	734	–	–	﹤0.01%	327
2025 Q2	$258K	Hold	734	–	–	﹤0.01%	326
2025 Q1	$233K	Hold	734	–	–	﹤0.01%	330
2024 Q4	$245K	Hold	734	–	–	﹤0.01%	334
2024 Q3	$240K	Hold	734	–	–	﹤0.01%	350
2024 Q2	$227K	Hold	734	–	–	﹤0.01%	332
2024 Q1	$220K	Sell	734 -21	-3%	-$5.99K	﹤0.01%	344
2023 Q4	$207K	Buy	+755	New	+$193K	0.01%	361

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

Sapient Capital's IWV Position: Q2 2026 in Review

Sapient Capital held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 734 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Sapient Capital first reported a position in IWV in Q4 2023 and has held it in 11 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Sapient Capital held 734 shares of iShares Russell 3000 ETF worth $313K as of Q2 2026.
Sapient Capital left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up ﹤0.01% of Sapient Capital's portfolio in Q2 2026, its #321 holding.
Sapient Capital first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 11 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.