Simplex Trading
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Simplex Trading’s iShares Russell 3000 ETF IWV Stock Holding History

Simplex Trading’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 		$73.8K Buy
+173
New +$71.3K ﹤0.01% 5904
2025
Q1 		– Sell
-250
Closed -$83K – 9048
2024
Q4 		$83K Sell
250
-466
-65% -$157K ﹤0.01% 5350
2024
Q3 		$233K Buy
716
+422
+144% +$133K ﹤0.01% 4379
2024
Q2 		$90K Buy
294
+267
+989% +$79.7K ﹤0.01% 5485
2024
Q1 		$8K Sell
27
-2,784
-99% -$794K ﹤0.01% 7748
2023
Q4 		$769K Buy
+2,811
New +$717K ﹤0.01% 3275
2023
Q3 		– Sell
-55
Closed -$13K – 9211
2023
Q2 		$13K Sell
55
-961
-95% -$231K ﹤0.01% 7166
2023
Q1 		$239K Sell
1,016
-1,085
-52% -$250K ﹤0.01% 4122
2022
Q4 		$463K Buy
2,101
+1,548
+280% +$344K ﹤0.01% 3227
2022
Q3 		$114K Sell
553
-750
-58% -$173K ﹤0.01% 5338
2022
Q2 		$283K Buy
+1,303
New +$309K ﹤0.01% 4165
2022
Q1 		– Sell
-76
Closed -$21K – 10895
2021
Q4 		$21K Sell
76
-2,607
-97% -$706K ﹤0.01% 8311
2021
Q3 		$690K Sell
2,683
-100
-4% -$26.2K ﹤0.01% 3620
2021
Q2 		$712K Buy
2,783
+2,600
+1,421% +$648K ﹤0.01% 3622
2021
Q1 		$43K Buy
+183
New +$42.5K ﹤0.01% 6778
2020
Q3 		– Sell
-384
Closed -$69K – 8121
2020
Q2 		$69K Sell
384
-475
-55% -$80.5K ﹤0.01% 5184
2020
Q1 		$127K Buy
+859
New +$153K ﹤0.01% 4113
2019
Q4 		– Sell
-162
Closed -$28K – 7609
2019
Q3 		$28K Sell
162
-234
-59% -$40.6K ﹤0.01% 5547
2019
Q2 		$68K Sell
396
-1,524
-79% -$258K ﹤0.01% 4571
2019
Q1 		$320K Buy
+1,920
New +$308K ﹤0.01% 3122
2015
Q2 		– Sell
-243
Closed -$30K – 5490
2015
Q1 		$30K Buy
243
+138
+131% +$17K ﹤0.01% 1969
2014
Q4 		$13K Buy
+105
New +$12.5K ﹤0.01% 2391

Other funds holding IWV

Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Simplex Trading's IWV Position: Q2 2026 in Review

Simplex Trading opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 173 shares worth $73.8K. The stake represents ﹤0.01% of the portfolio and ranks #5904 among its holdings. This is a return to the name: Simplex Trading previously reported a position in IWV as recently as Q4 2024.

Simplex Trading first reported a position in IWV in Q4 2014 and has held it in 22 quarters since. The position peaked at $769K in Q4 2023. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Simplex Trading held 173 shares of iShares Russell 3000 ETF worth $73.8K as of Q2 2026.
  • iShares Russell 3000 ETF was a new Simplex Trading position in Q2 2026.
  • iShares Russell 3000 ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #5904 holding.
  • Simplex Trading first reported a position in iShares Russell 3000 ETF in Q4 2014 and has held it in 22 quarters since.
  • Simplex Trading's iShares Russell 3000 ETF position peaked at $769K in Q4 2023.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.