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Sunbelt Securities’s iShares Russell 3000 ETF IWV Stock Holding History

Sunbelt Securities’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 		$163K Sell
438
-117
-21% -$45.3K 0.01% 700
2025
Q4 		$215K Sell
555
-99
-15% -$38K 0.01% 620
2025
Q3 		$248K Buy
654
+518
+381% +$189K 0.02% 584
2025
Q2 		$45.5K Sell
136
-5
-4% -$1.62K ﹤0.01% 959
2025
Q1 		$44.8K Buy
141
+5
+4% +$1.68K ﹤0.01% 936
2024
Q4 		$45.6K Hold
136
– – ﹤0.01% 958
2024
Q3 		$44.4K Buy
136
+36
+36% +$11.3K ﹤0.01% 972
2024
Q2 		$30.9K Hold
100
– – ﹤0.01% 1018
2024
Q1 		$30K Hold
100
– – ﹤0.01% 997
2023
Q4 		$27.4K Hold
100
– – ﹤0.01% 950
2023
Q3 		$24.5K Hold
100
– – ﹤0.01% 961
2023
Q2 		$25.4K Sell
100
-222
-69% -$53.4K ﹤0.01% 959
2023
Q1 		$74.7K Buy
+322
New +$74.3K 0.01% 652

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sunbelt Securities's IWV Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares Russell 3000 ETF (IWV) stake by 21% in Q1 2026, selling an estimated $45.3K and leaving 438 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #700.

Sunbelt Securities first reported a position in IWV in Q1 2023 and has held it in 13 quarters since. The position peaked at $248K in Q3 2025. 868 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Sunbelt Securities held 438 shares of iShares Russell 3000 ETF worth $163K as of Q1 2026.
  • Sunbelt Securities sold 117 iShares Russell 3000 ETF shares in Q1 2026, an estimated $45.3K.
  • iShares Russell 3000 ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #700 holding.
  • Sunbelt Securities first reported a position in iShares Russell 3000 ETF in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's iShares Russell 3000 ETF position peaked at $248K in Q3 2025.
  • 868 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.