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

Smartleaf 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 Q1	$1.14M	Buy	3,164 +4	+0.1%	+$1.55K	0.04%	378
2025 Q4	$1.23M	Buy	3,160 +603	+24%	+$231K	0.05%	337
2025 Q3	$966K	Sell	2,557 -65	-2%	-$23.7K	0.06%	328
2025 Q2	$916K	Buy	2,622 +477	+22%	+$155K	0.08%	272
2025 Q1	$678K	Sell	2,145 -48	-2%	-$16.1K	0.07%	295
2024 Q4	$736K	Sell	2,193 -320	-13%	-$108K	0.08%	267
2024 Q3	$818K	Sell	2,513 -18	-0.7%	-$5.67K	0.1%	228
2024 Q2	$785K	Sell	2,531 -199	-7%	-$59.4K	0.13%	183
2024 Q1	$819K	Sell	2,730 -142	-5%	-$40.5K	0.16%	155
2023 Q4	$789K	Buy	+2,872	New	+$732K	0.21%	106

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Smartleaf Asset Management's IWV Position: Q1 2026 in Review

Smartleaf Asset Management increased its iShares Russell 3000 ETF (IWV) stake by 0.13% in Q1 2026, buying an estimated $1.55K and bringing the position to 3,164 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #378.

Smartleaf Asset Management first reported a position in IWV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.23M in Q4 2025. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Smartleaf Asset Management held 3,164 shares of iShares Russell 3000 ETF worth $1.14M as of Q1 2026.
Smartleaf Asset Management bought 4 iShares Russell 3000 ETF shares in Q1 2026, an estimated $1.55K.
iShares Russell 3000 ETF made up 0.04% of Smartleaf Asset Management's portfolio in Q1 2026, its #378 holding.
Smartleaf Asset Management first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's iShares Russell 3000 ETF position peaked at $1.23M in Q4 2025.
867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.