Strategic Equity Management’s iShares Russell 3000 ETF IWV Stock Holding History

Strategic Equity 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	$22.6M	Sell	53,092 -3,079	-5%	-$1.27M	7.6%	4
2026 Q1	$20.8M	Buy	56,171 +162	+0.3%	+$62.7K	7.83%	2
2025 Q4	$21.7M	Buy	56,009 +867	+2%	+$333K	7.35%	4
2025 Q3	$20.9M	Sell	55,142 -23	-0%	-$8.39K	7.74%	3
2025 Q2	$19.4M	Buy	55,165 +2,583	+5%	+$839K	7.12%	3
2025 Q1	$16.7M	Buy	52,582 +2,300	+5%	+$771K	7.02%	5
2024 Q4	$16.8M	Buy	50,282 +2,904	+6%	+$978K	7.08%	5
2024 Q3	$15.5M	Buy	47,378 +16,335	+53%	+$5.14M	7.34%	4
2024 Q2	$9.58M	Buy	31,043 +6,547	+27%	+$1.95M	6.24%	4
2024 Q1	$7.35M	Buy	24,496 +9,836	+67%	+$2.81M	6.14%	6
2023 Q4	$4.01M	Sell	14,660 -135,891	-90%	-$34.6M	4.52%	9
2023 Q3	$36.9M	Buy	150,551 +23,867	+19%	+$6.1M	13.9%	2
2023 Q2	$32.2M	Buy	126,684 +1,112	+0.9%	+$267K	11.03%	3
2023 Q1	$29.6M	Buy	125,572 +2,414	+2%	+$557K	10.52%	2
2022 Q4	$27.2M	Sell	123,158 -6,352	-5%	-$1.41M	10.43%	2
2022 Q3	$26.8M	Buy	129,510 +90,157	+229%	+$20.7M	11.1%	2
2022 Q2	$8.55M	Buy	+39,353	New	+$9.32M	4.44%	9

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

Strategic Equity Management's IWV Position: Q2 2026 in Review

Strategic Equity Management reduced its iShares Russell 3000 ETF (IWV) stake by 5.5% in Q2 2026, selling an estimated $1.27M and leaving 53,092 shares worth $22.6M. The position accounts for 7.6% of the portfolio, ranked #4.

Strategic Equity Management first reported a position in IWV in Q2 2022 and has held it in 17 quarters since. The position peaked at $36.9M in Q3 2023. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Strategic Equity Management held 53,092 shares of iShares Russell 3000 ETF worth $22.6M as of Q2 2026.
Strategic Equity Management sold 3,079 iShares Russell 3000 ETF shares in Q2 2026, an estimated $1.27M.
iShares Russell 3000 ETF made up 7.6% of Strategic Equity Management's portfolio in Q2 2026, its #4 holding.
Strategic Equity Management first reported a position in iShares Russell 3000 ETF in Q2 2022 and has held it in 17 quarters since.
Strategic Equity Management's iShares Russell 3000 ETF position peaked at $36.9M in Q3 2023.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Strategic Equity Management's 13F filing for Q2 2026, filed 10 Aug 2026.