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

Strategic Investment 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 		$17.6M Sell
41,391
-45,440
-52% -$18.7M 6.07% 6
2026
Q1 		$32.2M Buy
86,831
+38,990
+81% +$15.1M 13.44% 2
2025
Q4 		$18.5M Sell
47,841
-14,670
-23% -$5.63M 9.38% 6
2025
Q3 		$23.7M Sell
62,511
-1,680
-3% -$613K 12.81% 3
2025
Q2 		$22.5M Sell
64,191
-58,010
-47% -$18.8M 12.07% 3
2025
Q1 		$38.8M Sell
122,201
-11,060
-8% -$3.71M 15.59% 2
2024
Q4 		$44.5M Buy
133,261
+116,741
+707% +$39.3M 15.36% 2
2024
Q3 		$6.54M Buy
16,520
+120
+0.7% +$37.8K 6.86% 7
2024
Q2 		$5.13M Hold
16,400
– – 5.49% 7
2024
Q1 		$4.77M Hold
16,400
– – 3.66% 9
2023
Q4 		$4.56M Hold
16,400
– – 3.25% 9
2023
Q3 		$3.84M Sell
16,400
-19,520
-54% -$4.99M 4.71% 9
2023
Q2 		$9.35M Sell
35,920
-110
-0.3% -$26.5K 10.22% 5
2023
Q1 		$8.38M Sell
36,030
-7,730
-18% -$1.78M 9.58% 4
2022
Q4 		$9.8M Buy
43,760
+33,570
+329% +$7.46M 6.71% 6
2022
Q3 		$2.23M Sell
10,190
-18,050
-64% -$4.15M 1.66% 8
2022
Q2 		$6.14M Sell
28,240
-490
-2% -$116K 5.1% 7
2022
Q1 		$7.54M Buy
28,730
+16,560
+136% +$4.29M 5.39% 6
2021
Q4 		$3.38M Buy
12,170
+5,340
+78% +$1.45M 2.01% 9
2021
Q3 		$1.74M Sell
6,830
-4,885
-42% -$1.28M 0.8% 8
2021
Q2 		$3M Sell
11,715
-9,085
-44% -$2.26M 1.3% 10
2021
Q1 		$4.93M Sell
20,800
-23,670
-53% -$5.5M 2.03% 8
2020
Q4 		$9.94M Sell
44,470
-29,020
-39% -$6.1M 4.24% 6
2020
Q3 		$14.4M Sell
73,490
-8,010
-10% -$1.55M 4.78% 6
2020
Q2 		$14.7M Sell
81,500
-126,195
-61% -$21.4M 5.12% 7
2020
Q1 		$30.8M Buy
207,695
+133,900
+181% +$23.8M 7.2% 4
2019
Q4 		$13.9M Buy
73,795
+73,435
+20,399% +$13.2M 2.58% 9
2019
Q3 		$62K Hold
360
– – ﹤0.01% 14
2019
Q2 		$62K Sell
360
-2,206,920
-100% -$374M 0.01% 15
2019
Q1 		$366M Sell
2,207,280
-1,073,340
-33% -$172M 25.03% 3
2018
Q4 		$482M Buy
3,280,620
+1,022,460
+45% +$162M 21.57% 3
2018
Q3 		$389M Sell
2,258,160
-195,940
-8% -$33.2M 21.83% 3
2018
Q2 		$398M Sell
2,454,100
-444,240
-15% -$71.4M 23.63% 2
2018
Q1 		$362M Buy
2,898,340
+609,270
+27% +$98.4M 26.31% 2
2017
Q4 		$362M Sell
2,289,070
-115,520
-5% -$17.8M 22.13% 1
2017
Q3 		$359M Buy
2,404,590
+115,590
+5% +$16.9M 32.34% 1
2017
Q2 		$329K Sell
2,289,000
-227,080
-9% -$32.3M 34.31% 1
2017
Q1 		$352M Buy
2,516,080
+66,290
+3% +$9.15M 35.86% 1
2016
Q4 		$326M Buy
2,449,790
+2,365,060
+2,791% +$307M 31.52% 1
2016
Q3 		$10.9M Buy
84,730
+11,230
+15% +$1.43M 7.78% 4
2016
Q2 		$9.12M Buy
73,500
+5,080
+7% +$621K 4.79% 4
2016
Q1 		$8.27M Sell
68,420
-2,060
-3% -$236K 4.17% 4
2015
Q4 		$8.48M Buy
70,480
+8,960
+15% +$1.09M 4.76% 4
2015
Q3 		$7.01M Buy
61,520
+30
+0% +$3.63K 2.71% 4
2015
Q2 		$7.62M Sell
61,490
-7,250
-11% -$913K 5.02% 4
2015
Q1 		$8.51M Sell
68,740
-15,730
-19% -$1.94M 3.34% 6
2014
Q4 		$10.3M Sell
84,470
-11,210
-12% -$1.34M 2.96% 6
2014
Q3 		$11.2M Buy
95,680
+5,700
+6% +$672K 3.41% 5
2014
Q2 		$10.6M Sell
89,980
-8,180
-8% -$930K 2.55% 5
2014
Q1 		$11M Buy
98,160
+5,350
+6% +$591K 1.71% 6
2013
Q4 		$10.3M Sell
92,810
-3,550
-4% -$377K 2.55% 5
2013
Q3 		$9.74M Buy
96,360
+30,940
+47% +$3.1M 1.87% 3
2013
Q2 		$6.27M Buy
+65,420
New +$6.26M 1.33% 4

Other funds holding IWV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Strategic Investment Management reduced its iShares Russell 3000 ETF (IWV) stake by 52% in Q2 2026, selling an estimated $18.7M and leaving 41,391 shares worth $17.6M. The position accounts for 6.07% of the portfolio, ranked #6.

Strategic Investment Management first reported a position in IWV in Q2 2013 and has held it in 53 quarters since. The position peaked at $482M in Q4 2018. 375 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Strategic Investment Management held 41,391 shares of iShares Russell 3000 ETF worth $17.6M as of Q2 2026.
  • Strategic Investment Management sold 45,440 iShares Russell 3000 ETF shares in Q2 2026, an estimated $18.7M.
  • iShares Russell 3000 ETF made up 6.07% of Strategic Investment Management's portfolio in Q2 2026, its #6 holding.
  • Strategic Investment Management first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 53 quarters since.
  • Strategic Investment Management's iShares Russell 3000 ETF position peaked at $482M in Q4 2018.
  • 375 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Strategic Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.