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

Savant 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	$31.6M	Sell	74,224 -65	-0.1%	-$26.8K	0.09%	145
2026 Q1	$27.5M	Buy	74,289 +5,990	+9%	+$2.32M	0.13%	93
2025 Q4	$26.4M	Sell	68,299 -890	-1%	-$342K	0.15%	96
2025 Q3	$26.2M	Buy	69,189 +1,159	+2%	+$423K	0.16%	94
2025 Q2	$23.9M	Buy	68,030 +767	+1%	+$249K	0.17%	87
2025 Q1	$21.4M	Buy	67,263 +8	+0%	+$2.68K	0.18%	82
2024 Q4	$22.5M	Sell	67,255 -204	-0.3%	-$68.7K	0.18%	89
2024 Q3	$22M	Sell	67,459 -3,102	-4%	-$976K	0.18%	90
2024 Q2	$21.8M	Buy	70,561 +3,213	+5%	+$959K	0.22%	81
2024 Q1	$20.2M	Sell	67,348 -3,270	-5%	-$933K	0.23%	75
2023 Q4	$19.3M	Buy	70,618 +37	+0.1%	+$9.43K	0.25%	69
2023 Q3	$17.3M	Buy	70,581 +3,232	+5%	+$826K	0.26%	69
2023 Q2	$17.1M	Buy	67,349 +36	+0.1%	+$8.66K	0.27%	70
2023 Q1	$15.8M	Buy	67,313 +58,963	+706%	+$13.6M	0.3%	60
2022 Q4	$1.84M	Sell	8,350 -241	-3%	-$53.6K	0.04%	174
2022 Q3	$1.78M	Hold	8,591	–	–	0.06%	163
2022 Q2	$1.87M	Buy	8,591 +2,047	+31%	+$485K	0.06%	156
2022 Q1	$1.72M	Sell	6,544 -37	-0.6%	-$9.58K	0.06%	178
2021 Q4	$1.83M	Buy	6,581 +1,135	+21%	+$307K	0.06%	177
2021 Q3	$1.39M	Buy	5,446 +144	+3%	+$37.7K	0.05%	188
2021 Q2	$1.36M	Sell	5,302 -7	-0.1%	-$1.75K	0.05%	178
2021 Q1	$1.26M	Hold	5,309	–	–	0.07%	167
2020 Q4	$1.19M	Sell	5,309 -90	-2%	-$18.9K	0.07%	172
2020 Q3	$1.06M	Hold	5,399	–	–	0.07%	173
2020 Q2	$972K	Hold	5,399	–	–	0.07%	176
2020 Q1	$801K	Buy	5,399 +2,090	+63%	+$372K	0.08%	179
2019 Q4	$624K	Hold	3,309	–	–	0.08%	183
2019 Q3	$575K	Sell	3,309 -2,532	-43%	-$439K	0.08%	174
2019 Q2	$1.01M	Buy	+5,841	New	+$991K	0.14%	124
2017 Q3	–	Sell	-2,115	Closed	-$305K	–	273
2017 Q2	$305K	Hold	2,115	–	–	0.07%	197
2017 Q1	$296K	Hold	2,115	–	–	0.07%	200
2016 Q4	$281K	Hold	2,115	–	–	0.08%	199
2016 Q3	$271K	Hold	2,115	–	–	0.07%	199
2016 Q2	$262K	Hold	2,115	–	–	0.07%	200
2016 Q1	$256K	Hold	2,115	–	–	0.08%	185
2015 Q4	$254K	Hold	2,115	–	–	0.08%	189
2015 Q3	$241K	Hold	2,115	–	–	0.09%	180
2015 Q2	$262K	Hold	2,115	–	–	0.09%	181
2015 Q1	$262K	Hold	2,115	–	–	0.09%	178
2014 Q4	$259K	Hold	2,115	–	–	0.1%	176
2014 Q3	$247K	Buy	+2,115	New	+$249K	0.11%	164

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

Savant Capital's IWV Position: Q2 2026 in Review

Savant Capital reduced its iShares Russell 3000 ETF (IWV) stake by 0.09% in Q2 2026, selling an estimated $26.8K and leaving 74,224 shares worth $31.6M. The position accounts for 0.09% of the portfolio, ranked #145.

Savant Capital first reported a position in IWV in Q3 2014 and has held it in 41 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Savant Capital held 74,224 shares of iShares Russell 3000 ETF worth $31.6M as of Q2 2026.
Savant Capital sold 65 iShares Russell 3000 ETF shares in Q2 2026, an estimated $26.8K.
iShares Russell 3000 ETF made up 0.09% of Savant Capital's portfolio in Q2 2026, its #145 holding.
Savant Capital first reported a position in iShares Russell 3000 ETF in Q3 2014 and has held it in 41 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.