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 Q2	$1.34M	Hold	3,164	–	–	0.04%	354
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

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

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

Smartleaf Asset Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 3,164 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #354.

Smartleaf Asset Management first reported a position in IWV in Q4 2023 and has held it in 11 quarters since. 911 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Smartleaf Asset Management held 3,164 shares of iShares Russell 3000 ETF worth $1.34M as of Q2 2026.
Smartleaf Asset Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.04% of Smartleaf Asset Management's portfolio in Q2 2026, its #354 holding.
Smartleaf Asset Management first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 11 quarters since.
911 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.