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SVB Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

SVB Wealth’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 		– Sell
-615
Closed -$228K – 391
2026
Q1 		$228K Hold
615
– – 0.02% 354
2025
Q4 		$238K Sell
615
-81
-12% -$31.1K 0.01% 364
2025
Q3 		$264K Sell
696
-575
-45% -$210K 0.01% 370
2025
Q2 		$446K Buy
+1,271
New +$413K 0.02% 311
2025
Q1 		– Sell
-1,842
Closed -$616K – 1646
2024
Q4 		$616K Buy
+1,842
New +$620K 0.01% 392
2024
Q3 		– Sell
-2,136
Closed -$659K – 322
2024
Q2 		$659K Hold
2,136
– – 0.02% 382
2024
Q1 		$641K Sell
2,136
-11
-0.5% -$3.14K 0.01% 423
2023
Q4 		$588K Hold
2,147
– – 0.01% 440
2023
Q3 		$526K Sell
2,147
-860
-29% -$220K 0.01% 439
2023
Q2 		$765K Sell
3,007
-1,653
-35% -$398K 0.01% 384
2023
Q1 		$1.1M Sell
4,660
-783
-14% -$181K 0.02% 357
2022
Q4 		$1.2M Buy
5,443
+24
+0.4% +$5.33K 0.02% 362
2022
Q3 		$1.12M Hold
5,419
– – 0.02% 346
2022
Q2 		$1.18M Sell
5,419
-100
-2% -$23.7K 0.02% 295
2022
Q1 		$1.45M Buy
5,519
+24
+0.4% +$6.21K 0.02% 270
2021
Q4 		$1.52M Sell
5,495
-1,502
-21% -$407K 0.03% 251
2021
Q3 		$1.78M Sell
6,997
-645
-8% -$169K 0.02% 272
2021
Q2 		$1.96M Sell
7,642
-4,726
-38% -$1.18M 0.02% 262
2021
Q1 		$2.93M Sell
12,368
-190
-2% -$44.1K 0.04% 207
2020
Q4 		$2.81M Sell
12,558
-90
-0.7% -$18.9K 0.04% 206
2020
Q3 		$2.48M Sell
12,648
-1,429
-10% -$277K 0.04% 195
2020
Q2 		$2.53M Buy
14,077
+13,884
+7,194% +$2.35M 0.05% 180
2020
Q1 		$28K Sell
193
-12,562
-98% -$2.24M ﹤0.01% 529
2019
Q4 		$2.4M Buy
12,755
+133
+1% +$24K 0.04% 198
2019
Q3 		$2.19M Sell
12,622
-1,358
-10% -$236K 0.04% 194
2019
Q2 		$2.41M Buy
+13,980
New +$2.37M 0.08% 189

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

SVB Wealth's IWV Position: Q2 2026 in Review

SVB Wealth sold out of iShares Russell 3000 ETF (IWV) in Q2 2026, closing a stake of 615 shares — an estimated $228K sold.

SVB Wealth first reported a position in IWV in Q2 2019 and held it in 26 quarters. The position peaked at $2.93M in Q1 2021. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • SVB Wealth reported no remaining iShares Russell 3000 ETF position as of Q2 2026 after selling out during the quarter.
  • SVB Wealth sold 615 iShares Russell 3000 ETF shares in Q2 2026, an estimated $228K.
  • SVB Wealth first reported a position in iShares Russell 3000 ETF in Q2 2019 and held it in 26 quarters.
  • SVB Wealth's iShares Russell 3000 ETF position peaked at $2.93M in Q1 2021.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.