SOL Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History

SOL Capital 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	-1,210	Closed	-$468K	–	179
2025 Q4	$468K	Hold	1,210	–	–	0.04%	243
2025 Q3	$459K	Hold	1,210	–	–	0.04%	239
2025 Q2	$425K	Hold	1,210	–	–	0.04%	249
2025 Q1	$384K	Hold	1,210	–	–	0.04%	247
2024 Q4	$404K	Hold	1,210	–	–	0.05%	242
2024 Q3	$395K	Hold	1,210	–	–	0.04%	246
2024 Q2	$373K	Hold	1,210	–	–	0.04%	244
2024 Q1	$363K	Hold	1,210	–	–	0.05%	245
2023 Q4	$331K	Hold	1,210	–	–	0.04%	251
2023 Q3	$297K	Sell	1,210 -107	-8%	-$27.3K	0.05%	245
2023 Q2	$335K	Hold	1,317	–	–	0.05%	239
2023 Q1	$310K	Hold	1,317	–	–	0.05%	239
2022 Q4	$291K	Hold	1,317	–	–	0.05%	236
2022 Q3	$273K	Hold	1,317	–	–	0.06%	229
2022 Q2	$286K	Hold	1,317	–	–	0.06%	224
2022 Q1	$346K	Hold	1,317	–	–	0.06%	212
2021 Q4	$365K	Hold	1,317	–	–	0.07%	212
2021 Q3	$336K	Sell	1,317 -100	-7%	-$26.2K	0.07%	213
2021 Q2	$363K	Sell	1,417 -55	-4%	-$13.7K	0.07%	205
2021 Q1	$349K	Sell	1,472 -10	-0.7%	-$2.32K	0.07%	195
2020 Q4	$331K	Hold	1,482	–	–	0.08%	191
2020 Q3	$290K	Hold	1,482	–	–	0.08%	187
2020 Q2	$267K	Hold	1,482	–	–	0.08%	194
2020 Q1	$220K	Hold	1,482	–	–	0.07%	197
2019 Q4	$279K	Sell	1,482 -50	-3%	-$9.01K	0.07%	201
2019 Q3	$266K	Hold	1,532	–	–	0.07%	207
2019 Q2	$264K	Hold	1,532	–	–	0.07%	213
2019 Q1	$255K	Hold	1,532	–	–	0.07%	216
2018 Q4	$225K	Hold	1,532	–	–	0.07%	216
2018 Q3	$264K	Hold	1,532	–	–	0.07%	215
2018 Q2	$249K	Hold	1,532	–	–	0.07%	218
2018 Q1	$240K	Sell	1,532 -943	-38%	-$152K	0.07%	222
2017 Q4	$391K	Sell	2,475 -400	-14%	-$61.7K	0.11%	176
2017 Q3	$429K	Sell	2,875 -50	-2%	-$7.3K	0.12%	175
2017 Q2	$421K	Hold	2,925	–	–	0.12%	174
2017 Q1	$409K	Hold	2,925	–	–	0.12%	166
2016 Q4	$389K	Hold	2,925	–	–	0.12%	162
2016 Q3	$375K	Hold	2,925	–	–	0.13%	147
2016 Q2	$363K	Hold	2,925	–	–	0.12%	146
2016 Q1	$354K	Hold	2,925	–	–	0.12%	144
2015 Q4	$352K	Hold	2,925	–	–	0.12%	146
2015 Q3	$333K	Hold	2,925	–	–	0.13%	143
2015 Q2	$363K	Hold	2,925	–	–	0.13%	140
2015 Q1	$362K	Hold	2,925	–	–	0.13%	139
2014 Q4	$358K	Hold	2,925	–	–	0.14%	133
2014 Q3	$342K	Hold	2,925	–	–	0.14%	133
2014 Q2	$344K	Hold	2,925	–	–	0.14%	133
2014 Q1	$329K	Hold	2,925	–	–	0.13%	133
2013 Q4	$324K	Hold	2,925	–	–	0.12%	134
2013 Q3	$296K	Sell	2,925 -2,500	-46%	-$251K	0.12%	140
2013 Q2	$523K	Buy	+5,425	New	+$519K	0.21%	93

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

SOL Capital Management's IWV Position: Q1 2026 in Review

SOL Capital Management sold out of iShares Russell 3000 ETF (IWV) in Q1 2026, closing a stake of 1,210 shares — an estimated $468K sold.

SOL Capital Management first reported a position in IWV in Q2 2013 and held it in 51 quarters. The position peaked at $523K in Q2 2013. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

SOL Capital Management reported no remaining iShares Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
SOL Capital Management sold 1,210 iShares Russell 3000 ETF shares in Q1 2026, an estimated $468K.
SOL Capital Management first reported a position in iShares Russell 3000 ETF in Q2 2013 and held it in 51 quarters.
SOL Capital Management's iShares Russell 3000 ETF position peaked at $523K in Q2 2013.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.