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

Scotia 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
Q1 		$562K Hold
1,515
– – ﹤0.01% 654
2025
Q4 		$586K Sell
1,515
-165
-10% -$63.3K ﹤0.01% 633
2025
Q3 		$637K Sell
1,680
-296
-15% -$108K ﹤0.01% 632
2025
Q2 		$694K Sell
1,976
-43
-2% -$14K ﹤0.01% 580
2025
Q1 		$641K Hold
2,019
– – ﹤0.01% 576
2024
Q4 		$675K Hold
2,019
– – ﹤0.01% 584
2024
Q3 		$660K Sell
2,019
-10
-0.5% -$3.15K ﹤0.01% 574
2024
Q2 		$626K Sell
2,029
-346
-15% -$103K ﹤0.01% 564
2024
Q1 		$713K Sell
2,375
-26
-1% -$7.42K ﹤0.01% 547
2023
Q4 		$657K Buy
2,401
+400
+20% +$102K ﹤0.01% 536
2023
Q3 		$490K Buy
+2,001
New +$511K ﹤0.01% 564
2023
Q2 		– Sell
-2,161
Closed -$508K – 811
2023
Q1 		$508K Hold
2,161
– – ﹤0.01% 542
2022
Q4 		$477K Hold
2,161
– – ﹤0.01% 566
2022
Q3 		$447K Buy
2,161
+1,075
+99% +$247K ﹤0.01% 576
2022
Q2 		$236K Sell
1,086
-1,578
-59% -$374K ﹤0.01% 705
2022
Q1 		$699K Buy
2,664
+2
+0.1% +$518 ﹤0.01% 571
2021
Q4 		$739K Buy
2,662
+728
+38% +$197K ﹤0.01% 571
2021
Q3 		$493K Buy
1,934
+8
+0.4% +$2.09K ﹤0.01% 625
2021
Q2 		$493K Sell
1,926
-13
-0.7% -$3.24K ﹤0.01% 635
2021
Q1 		$460K Sell
1,939
-772
-28% -$179K ﹤0.01% 623
2020
Q4 		$606K Sell
2,711
-89
-3% -$18.7K 0.01% 532
2020
Q3 		$548K Hold
2,800
– – 0.01% 486
2020
Q2 		$505K Sell
2,800
-50
-2% -$8.47K 0.01% 426
2020
Q1 		$423K Buy
2,850
+30
+1% +$5.34K 0.01% 457
2019
Q4 		$531K Buy
2,820
+170
+6% +$30.6K 0.01% 504
2019
Q3 		$460K Buy
+2,650
New +$460K 0.01% 534

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

Scotia Capital's IWV Position: Q1 2026 in Review

Scotia Capital held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 1,515 shares worth $562K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Scotia Capital first reported a position in IWV in Q3 2019 and has held it in 26 quarters since. The position peaked at $739K in Q4 2021. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Scotia Capital held 1,515 shares of iShares Russell 3000 ETF worth $562K as of Q1 2026.
  • Scotia Capital left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
  • iShares Russell 3000 ETF made up ﹤0.01% of Scotia Capital's portfolio in Q1 2026, its #654 holding.
  • Scotia Capital first reported a position in iShares Russell 3000 ETF in Q3 2019 and has held it in 26 quarters since.
  • Scotia Capital's iShares Russell 3000 ETF position peaked at $739K in Q4 2021.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.