Swan Capital’s iShares Russell 3000 ETF IWV Stock Holding History

Swan Capital’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	$8.15K	Buy	+22	New	+$8.51K	﹤0.01%	213

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Swan Capital's IWV Position: Q1 2026 in Review

Swan Capital opened a new position in iShares Russell 3000 ETF (IWV) in Q1 2026: 22 shares worth $8.15K. The stake represents ﹤0.01% of the portfolio and ranks #213 among its holdings.

866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Swan Capital held 22 shares of iShares Russell 3000 ETF worth $8.15K as of Q1 2026.
iShares Russell 3000 ETF was a new Swan Capital position in Q1 2026.
iShares Russell 3000 ETF made up ﹤0.01% of Swan Capital's portfolio in Q1 2026, its #213 holding.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.