SignatureFD’s iShares Russell 3000 ETF IWV Stock Holding History

SignatureFD’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	–	Sell	-446	Closed	-$173K	–	3538
2025 Q4	$173K	Hold	446	–	–	﹤0.01%	1047
2025 Q3	$169K	Sell	446 -1	-0.2%	-$365	﹤0.01%	1032
2025 Q2	$157K	Sell	447 -21	-4%	-$6.82K	﹤0.01%	1023
2025 Q1	$149K	Buy	468 +21	+5%	+$7.04K	﹤0.01%	1018
2024 Q4	$149K	Hold	447	–	–	﹤0.01%	1016
2024 Q3	$146K	Sell	447 -21	-4%	-$6.61K	﹤0.01%	1023
2024 Q2	$144K	Sell	468 -87	-16%	-$26K	﹤0.01%	980
2024 Q1	$167K	Hold	555	–	–	﹤0.01%	912
2023 Q4	$152K	Hold	555	–	–	﹤0.01%	917
2023 Q3	$136K	Hold	555	–	–	﹤0.01%	895
2023 Q2	$141K	Hold	555	–	–	﹤0.01%	884
2023 Q1	$131K	Hold	555	–	–	﹤0.01%	905
2022 Q4	$122K	Hold	555	–	–	﹤0.01%	905
2022 Q3	$115K	Hold	555	–	–	﹤0.01%	892
2022 Q2	$121K	Hold	555	–	–	﹤0.01%	891
2022 Q1	$146K	Hold	555	–	–	﹤0.01%	858
2021 Q4	$154K	Hold	555	–	–	﹤0.01%	827
2021 Q3	$141K	Sell	555 -708	-56%	-$185K	﹤0.01%	832
2021 Q2	$323K	Hold	1,263	–	–	0.01%	496
2021 Q1	$300K	Sell	1,263 -1,566	-55%	-$364K	0.01%	452
2020 Q4	$632K	Hold	2,829	–	–	0.03%	214
2020 Q3	$554K	Hold	2,829	–	–	0.03%	217
2020 Q2	$509K	Sell	2,829 -987	-26%	-$167K	0.03%	214
2020 Q1	$566K	Hold	3,816	–	–	0.05%	172
2019 Q4	$719K	Buy	3,816 +288	+8%	+$51.9K	0.05%	168
2019 Q3	$613K	Buy	+3,528	New	+$612K	0.05%	164
2019 Q2	–	Sell	-9	Closed	-$2K	–	2104
2019 Q1	$2K	Buy	+9	New	+$1.44K	﹤0.01%	1781

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SignatureFD's IWV Position: Q1 2026 in Review

SignatureFD sold out of iShares Russell 3000 ETF (IWV) in Q1 2026, closing a stake of 446 shares — an estimated $173K sold.

SignatureFD first reported a position in IWV in Q1 2019 and held it in 27 quarters. The position peaked at $719K in Q4 2019. 870 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

SignatureFD reported no remaining iShares Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
SignatureFD sold 446 iShares Russell 3000 ETF shares in Q1 2026, an estimated $173K.
SignatureFD first reported a position in iShares Russell 3000 ETF in Q1 2019 and held it in 27 quarters.
SignatureFD's iShares Russell 3000 ETF position peaked at $719K in Q4 2019.
870 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.