Silvercrest Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History

Silvercrest Asset 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 Q2	$5.89M	Sell	13,806 -225	-2%	-$92.7K	0.04%	430
2026 Q1	$5.2M	Sell	14,031 -10	-0.1%	-$3.87K	0.04%	423
2025 Q4	$5.43M	Sell	14,041 -407	-3%	-$156K	0.04%	416
2025 Q3	$5.47M	Sell	14,448 -141	-1%	-$51.4K	0.04%	413
2025 Q2	$5.12M	Sell	14,589 -1,741	-11%	-$565K	0.03%	427
2025 Q1	$5.19M	Sell	16,330 -10,300	-39%	-$3.45M	0.04%	402
2024 Q4	$8.9M	Sell	26,630 -2,361	-8%	-$795K	0.06%	324
2024 Q3	$9.47M	Sell	28,991 -409	-1%	-$129K	0.06%	266
2024 Q2	$9.07M	Sell	29,400 -5,976	-17%	-$1.78M	0.06%	277
2024 Q1	$10.6M	Sell	35,376 -41,457	-54%	-$11.8M	0.07%	254
2023 Q4	$21M	Buy	76,833 +67,986	+768%	+$17.3M	0.15%	169
2023 Q3	$2.17M	Hold	8,847	–	–	0.02%	473
2023 Q2	$2.25M	Sell	8,847 -9,513	-52%	-$2.29M	0.02%	469
2023 Q1	$4.32M	Sell	18,360 -8,607	-32%	-$1.99M	0.03%	372
2022 Q4	$5.95M	Buy	26,967 +20,322	+306%	+$4.52M	0.05%	309
2022 Q3	$1.38M	Sell	6,645 -6,250	-48%	-$1.44M	0.01%	504
2022 Q2	$2.8M	Buy	12,895 +6,250	+94%	+$1.48M	0.02%	418
2022 Q1	$1.74M	Hold	6,645	–	–	0.01%	524
2021 Q4	$1.84M	Sell	6,645 -2,665	-29%	-$722K	0.01%	496
2021 Q3	$2.37M	Hold	9,310	–	–	0.02%	477
2021 Q2	$2.38M	Hold	9,310	–	–	0.02%	478
2021 Q1	$2.21M	Hold	9,310	–	–	0.01%	480
2020 Q4	$2.08M	Hold	9,310	–	–	0.02%	461
2020 Q3	$1.82M	Hold	9,310	–	–	0.02%	465
2020 Q2	$1.68M	Sell	9,310 -8,830	-49%	-$1.5M	0.01%	473
2020 Q1	$2.69M	Hold	18,140	–	–	0.03%	389
2019 Q4	$3.42M	Hold	18,140	–	–	0.03%	413
2019 Q3	$3.15M	Sell	18,140 -9,750	-35%	-$1.69M	0.03%	415
2019 Q2	$4.81M	Sell	27,890 -80	-0.3%	-$13.6K	0.05%	231
2019 Q1	$4.66M	Sell	27,970 -19,675	-41%	-$3.16M	0.05%	225
2018 Q4	$7M	Buy	47,645 +33,611	+239%	+$5.34M	0.08%	193
2018 Q3	$2.42M	Hold	14,034	–	–	0.02%	304
2018 Q2	$2.28M	Buy	14,034 +3,740	+36%	+$601K	0.02%	313
2018 Q1	$1.61M	Sell	10,294 -3,400	-25%	-$549K	0.02%	332
2017 Q4	$2.17M	Sell	13,694 -670	-5%	-$103K	0.02%	311
2017 Q3	$2.14M	Hold	14,364	–	–	0.02%	305
2017 Q2	$2.07M	Buy	14,364 +794	+6%	+$113K	0.02%	302
2017 Q1	$1.9M	Hold	13,570	–	–	0.02%	304
2016 Q4	$1.8M	Sell	13,570 -3,540	-21%	-$459K	0.02%	300
2016 Q3	$2.19M	Sell	17,110 -1,075	-6%	-$137K	0.03%	287
2016 Q2	$2.25M	Sell	18,185 -5,150	-22%	-$629K	0.03%	282
2016 Q1	$2.82M	Sell	23,335 -10,510	-31%	-$1.2M	0.04%	253
2015 Q4	$4.07M	Buy	+33,845	New	+$4.12M	0.06%	228
2015 Q1	–	Sell	-1,650	Closed	-$202K	–	493
2014 Q4	$202K	Sell	1,650 -425	-20%	-$50.7K	﹤0.01%	454
2014 Q3	$242K	Hold	2,075	–	–	﹤0.01%	425
2014 Q2	$244K	Hold	2,075	–	–	﹤0.01%	434
2014 Q1	$233K	Buy	+2,075	New	+$229K	﹤0.01%	429

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

Silvercrest Asset Management's IWV Position: Q2 2026 in Review

Silvercrest Asset Management reduced its iShares Russell 3000 ETF (IWV) stake by 1.6% in Q2 2026, selling an estimated $92.7K and leaving 13,806 shares worth $5.89M. The position accounts for 0.04% of the portfolio, ranked #430.

Silvercrest Asset Management first reported a position in IWV in Q1 2014 and has held it in 47 quarters since. The position peaked at $21M in Q4 2023. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Silvercrest Asset Management held 13,806 shares of iShares Russell 3000 ETF worth $5.89M as of Q2 2026.
Silvercrest Asset Management sold 225 iShares Russell 3000 ETF shares in Q2 2026, an estimated $92.7K.
iShares Russell 3000 ETF made up 0.04% of Silvercrest Asset Management's portfolio in Q2 2026, its #430 holding.
Silvercrest Asset Management first reported a position in iShares Russell 3000 ETF in Q1 2014 and has held it in 47 quarters since.
Silvercrest Asset Management's iShares Russell 3000 ETF position peaked at $21M in Q4 2023.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.