Signet Financial Management’s iShares Russell 3000 ETF IWV Stock Holding History

Signet Financial Management’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	-530	Closed	-$205K	–	303
2025 Q4	$205K	Hold	530	–	–	0.02%	285
2025 Q3	$201K	Buy	+530	New	+$193K	0.02%	290
2022 Q1	–	Sell	-330	Closed	-$92K	–	772
2021 Q4	$92K	Buy	+330	New	+$89.4K	0.01%	339
2018 Q4	–	Sell	-697	Closed	-$120K	–	537
2018 Q3	$120K	Hold	697	–	–	0.02%	289
2018 Q2	$113K	Hold	697	–	–	0.02%	298
2018 Q1	$109K	Buy	+697	New	+$113K	0.02%	278
2015 Q2	–	Sell	-2,188	Closed	-$271K	–	198
2015 Q1	$271K	Buy	+2,188	New	+$270K	0.08%	142

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

Signet Financial Management's IWV Position: Q1 2026 in Review

Signet Financial Management sold out of iShares Russell 3000 ETF (IWV) in Q1 2026, closing a stake of 530 shares — an estimated $205K sold.

Signet Financial Management first reported a position in IWV in Q1 2015 and held it in 7 quarters. The position peaked at $271K in Q1 2015. 868 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Signet Financial Management reported no remaining iShares Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
Signet Financial Management sold 530 iShares Russell 3000 ETF shares in Q1 2026, an estimated $205K.
Signet Financial Management first reported a position in iShares Russell 3000 ETF in Q1 2015 and held it in 7 quarters.
Signet Financial Management's iShares Russell 3000 ETF position peaked at $271K in Q1 2015.
868 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.