Stephens Inc’s iShares Russell 3000 ETF IWV Stock Holding History

Stephens Inc’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	$60.9M	Buy	164,161 +7,105	+5%	+$2.75M	0.76%	23
2025 Q4	$60.8M	Buy	157,056 +8,869	+6%	+$3.4M	0.76%	22
2025 Q3	$56.2M	Buy	148,187 +7,816	+6%	+$2.85M	0.72%	21
2025 Q2	$49.3M	Buy	140,371 +2,490	+2%	+$809K	0.68%	25
2025 Q1	$43.8M	Sell	137,881 -25,161	-15%	-$8.44M	0.64%	29
2024 Q4	$54.5M	Buy	163,042 +3,831	+2%	+$1.29M	0.76%	22
2024 Q3	$52M	Buy	159,211 +2,162	+1%	+$681K	0.74%	22
2024 Q2	$48.5M	Buy	157,049 +2,331	+2%	+$696K	0.74%	22
2024 Q1	$46.4M	Buy	154,718 +5,471	+4%	+$1.56M	0.72%	23
2023 Q4	$40.9M	Buy	149,247 +3,530	+2%	+$900K	0.7%	25
2023 Q3	$35.7M	Buy	145,717 +7,094	+5%	+$1.81M	0.68%	27
2023 Q2	$35.3M	Buy	138,623 +3,871	+3%	+$931K	0.63%	31
2023 Q1	$31.7M	Sell	134,752 -4,503	-3%	-$1.04M	0.61%	33
2022 Q4	$30.7M	Sell	139,255 -6,792	-5%	-$1.51M	0.63%	30
2022 Q3	$30.2M	Buy	146,047 +701	+0.5%	+$161K	0.65%	27
2022 Q2	$31.6M	Sell	145,346 -9,696	-6%	-$2.3M	0.64%	31
2022 Q1	$40.7M	Sell	155,042 -4,473	-3%	-$1.16M	0.66%	26
2021 Q4	$44.3M	Sell	159,515 -6,090	-4%	-$1.65M	0.67%	25
2021 Q3	$42.2M	Buy	165,605 +1,382	+0.8%	+$362K	0.65%	23
2021 Q2	$42M	Buy	164,223 +14,718	+10%	+$3.67M	0.63%	23
2021 Q1	$35.5M	Buy	149,505 +30,002	+25%	+$6.97M	0.58%	27
2020 Q4	$26.7M	Sell	119,503 -6,372	-5%	-$1.34M	0.48%	41
2020 Q3	$24.6M	Buy	125,875 +35,308	+39%	+$6.83M	0.48%	39
2020 Q2	$16.3M	Buy	90,567 +16,255	+22%	+$2.75M	0.35%	63
2020 Q1	$11M	Sell	74,312 -13,101	-15%	-$2.33M	0.29%	82
2019 Q4	$16.5M	Buy	87,413 +965	+1%	+$174K	0.35%	69
2019 Q3	$15M	Sell	86,448 -9,528	-10%	-$1.65M	0.33%	73
2019 Q2	$16.5M	Sell	95,976 -11,443	-11%	-$1.94M	0.37%	67
2019 Q1	$17.9M	Buy	107,419 +3,589	+3%	+$576K	0.42%	52
2018 Q4	$15.3M	Sell	103,830 -3,184	-3%	-$506K	0.43%	53
2018 Q3	$18.4M	Buy	107,014 +9,291	+10%	+$1.57M	0.46%	44
2018 Q2	$15.9M	Buy	97,723 +7,794	+9%	+$1.25M	0.48%	43
2018 Q1	$14.1M	Buy	89,929 +17,759	+25%	+$2.87M	0.52%	40
2017 Q4	$11.4M	Buy	72,170 +2,100	+3%	+$324K	0.43%	53
2017 Q3	$10.5M	Sell	70,070 -2,115	-3%	-$309K	0.38%	55
2017 Q2	$10.4M	Sell	72,185 -3,237	-4%	-$460K	0.36%	57
2017 Q1	$10.6M	Buy	75,422 +6,305	+9%	+$871K	0.38%	52
2016 Q4	$9.19M	Buy	69,117 +280	+0.4%	+$36.3K	0.37%	52
2016 Q3	$8.82M	Sell	68,837 -860	-1%	-$110K	0.39%	51
2016 Q2	$8.64M	Buy	69,697 +1,810	+3%	+$221K	0.39%	51
2016 Q1	$8.21M	Buy	67,887 +1,375	+2%	+$157K	0.4%	46
2015 Q4	$8M	Buy	66,512 +2,845	+4%	+$346K	0.4%	52
2015 Q3	$7.25M	Buy	63,667 +8,690	+16%	+$1.05M	0.38%	54
2015 Q2	$6.82M	Buy	54,977 +7,920	+17%	+$997K	0.31%	61
2015 Q1	$5.83M	Buy	47,057 +50	+0.1%	+$6.16K	0.27%	80
2014 Q4	$5.75M	Sell	47,007 -116	-0.2%	-$13.8K	0.27%	75
2014 Q3	$5.5M	Buy	47,123 +7,920	+20%	+$933K	0.27%	76
2014 Q2	$4.62M	Sell	39,203 -1,448	-4%	-$165K	0.23%	96
2014 Q1	$4.57M	Buy	40,651 +27,510	+209%	+$3.04M	0.25%	88
2013 Q4	$1.45M	Buy	13,141 +9,710	+283%	+$1.03M	0.07%	262
2013 Q3	$347K	Buy	+3,431	New	+$344K	0.02%	554

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

Stephens Inc's IWV Position: Q1 2026 in Review

Stephens Inc increased its iShares Russell 3000 ETF (IWV) stake by 4.5% in Q1 2026, buying an estimated $2.75M and bringing the position to 164,161 shares worth $60.9M. The position accounts for 0.76% of the portfolio, ranked #23.

Stephens Inc first reported a position in IWV in Q3 2013 and has held it in 51 quarters since. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Stephens Inc held 164,161 shares of iShares Russell 3000 ETF worth $60.9M as of Q1 2026.
Stephens Inc bought 7,105 iShares Russell 3000 ETF shares in Q1 2026, an estimated $2.75M.
iShares Russell 3000 ETF made up 0.76% of Stephens Inc's portfolio in Q1 2026, its #23 holding.
Stephens Inc first reported a position in iShares Russell 3000 ETF in Q3 2013 and has held it in 51 quarters since.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.