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

Sterling 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
Q2 		$2.91M Buy
6,833
+503
+8% +$207K 0.05% 291
2026
Q1 		$2.35M Sell
6,330
-8,871
-58% -$3.43M 0.04% 305
2025
Q4 		$5.88M Buy
15,201
+7,886
+108% +$3.03M 0.1% 172
2025
Q3 		$2.77M Sell
7,315
-2,581
-26% -$941K 0.04% 293
2025
Q2 		$3.47M Sell
9,896
-2,686
-21% -$872K 0.05% 262
2025
Q1 		$4M Buy
12,582
+340
+3% +$114K 0.06% 211
2024
Q4 		$4.09M Buy
12,242
+403
+3% +$136K 0.06% 261
2024
Q3 		$3.87M Buy
+11,839
New +$3.73M 0.05% 264
2019
Q3 		$3.87M Buy
22,272
+3,946
+22% +$684K 0.04% 278
2019
Q2 		$3.16M Hold
18,326
– – 0.03% 318
2019
Q1 		$3.06M Sell
18,326
-75,098
-80% -$12.1M 0.03% 326
2018
Q4 		$13.7M Buy
93,424
+91,558
+4,907% +$14.5M 0.15% 151
2018
Q3 		$322K Buy
+1,866
New +$316K ﹤0.01% 814
2018
Q1 		– Sell
-67,732
Closed -$10.7M – 868
2017
Q4 		$10.7M Buy
67,732
+64,970
+2,352% +$10M 0.1% 185
2017
Q3 		$412K Buy
+2,762
New +$403K ﹤0.01% 791
2017
Q1 		– Sell
-84,426
Closed -$11.2M – 975
2016
Q4 		$11.2M Buy
+84,426
New +$10.9M 0.1% 166
2016
Q1 		– Sell
-76,049
Closed -$9.15M – 950
2015
Q4 		$9.15M Buy
76,049
+72,407
+1,988% +$8.8M 0.08% 180
2015
Q3 		$415K Buy
+3,642
New +$441K ﹤0.01% 816
2015
Q1 		– Sell
-3,892
Closed -$476K – 917
2014
Q4 		$476K Buy
+3,892
New +$465K ﹤0.01% 777
2014
Q1 		– Sell
-26,204
Closed -$2.9M – 950
2013
Q4 		$2.9M Buy
+26,204
New +$2.78M 0.03% 217

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

Sterling Capital Management's IWV Position: Q2 2026 in Review

Sterling Capital Management increased its iShares Russell 3000 ETF (IWV) stake by 7.9% in Q2 2026, buying an estimated $207K and bringing the position to 6,833 shares worth $2.91M. The position accounts for 0.05% of the portfolio, ranked #291.

Sterling Capital Management first reported a position in IWV in Q4 2013 and has held it in 20 quarters since. The position peaked at $13.7M in Q4 2018. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Sterling Capital Management held 6,833 shares of iShares Russell 3000 ETF worth $2.91M as of Q2 2026.
  • Sterling Capital Management bought 503 iShares Russell 3000 ETF shares in Q2 2026, an estimated $207K.
  • iShares Russell 3000 ETF made up 0.05% of Sterling Capital Management's portfolio in Q2 2026, its #291 holding.
  • Sterling Capital Management first reported a position in iShares Russell 3000 ETF in Q4 2013 and has held it in 20 quarters since.
  • Sterling Capital Management's iShares Russell 3000 ETF position peaked at $13.7M in Q4 2018.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.