StoneX Group’s iShares Russell 3000 ETF IWV Stock Holding History

StoneX Group’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	-567	Closed	-$220K	–	1088
2025 Q4	$220K	Sell	567 -215	-27%	-$82.5K	0.01%	835
2025 Q3	$296K	Sell	782 -57	-7%	-$20.8K	0.01%	705
2025 Q2	$295K	Buy	839 +46	+6%	+$14.9K	0.01%	672
2025 Q1	$252K	Sell	793 -172	-18%	-$57.7K	0.01%	700
2024 Q4	$323K	Buy	965 +193	+25%	+$65K	0.02%	581
2024 Q3	$252K	Buy	772 +85	+12%	+$26.8K	0.02%	525
2024 Q2	$212K	Sell	687 -7	-1%	-$2.09K	0.02%	555
2024 Q1	$208K	Sell	694 -46	-6%	-$13.1K	0.02%	525
2023 Q4	$202K	Buy	+740	New	+$189K	0.02%	523

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

StoneX Group's IWV Position: Q1 2026 in Review

StoneX Group sold out of iShares Russell 3000 ETF (IWV) in Q1 2026, closing a stake of 567 shares — an estimated $220K sold.

StoneX Group first reported a position in IWV in Q4 2023 and held it in 9 quarters. The position peaked at $323K in Q4 2024. 868 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

StoneX Group reported no remaining iShares Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
StoneX Group sold 567 iShares Russell 3000 ETF shares in Q1 2026, an estimated $220K.
StoneX Group first reported a position in iShares Russell 3000 ETF in Q4 2023 and held it in 9 quarters.
StoneX Group's iShares Russell 3000 ETF position peaked at $323K in Q4 2024.
868 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.