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Sargent Investment Group’s iShares Russell 3000 ETF IWV Stock Holding History

Sargent Investment Group’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 		$1.07M Buy
2,881
+132
+5% +$51.1K 0.14% 110
2025
Q4 		$1.06M Buy
+2,749
New +$1.05M 0.13% 113
2025
Q3 		– Sell
-2,436
Closed -$875K – 178
2025
Q2 		$875K Sell
2,436
-328
-12% -$107K 0.12% 111
2025
Q1 		$878K Buy
2,764
+1,991
+258% +$668K 0.14% 103
2024
Q4 		$257K Sell
773
-45
-6% -$15.1K 0.04% 202
2024
Q3 		$267K Buy
818
+8
+1% +$2.52K 0.05% 178
2024
Q2 		$250K Buy
+810
New +$242K 0.05% 183

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

Sargent Investment Group's IWV Position: Q1 2026 in Review

Sargent Investment Group increased its iShares Russell 3000 ETF (IWV) stake by 4.8% in Q1 2026, buying an estimated $51.1K and bringing the position to 2,881 shares worth $1.07M. The position accounts for 0.14% of the portfolio, ranked #110.

Sargent Investment Group first reported a position in IWV in Q2 2024 and has held it in 7 quarters since. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Sargent Investment Group held 2,881 shares of iShares Russell 3000 ETF worth $1.07M as of Q1 2026.
  • Sargent Investment Group bought 132 iShares Russell 3000 ETF shares in Q1 2026, an estimated $51.1K.
  • iShares Russell 3000 ETF made up 0.14% of Sargent Investment Group's portfolio in Q1 2026, its #110 holding.
  • Sargent Investment Group first reported a position in iShares Russell 3000 ETF in Q2 2024 and has held it in 7 quarters since.
  • 867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.