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Tidemark’s iShares Russell 3000 ETF IWV Stock Holding History

Tidemark’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 		$63.1K Hold
148
– – 0.01% 279
2026
Q1 		$54.9K Hold
148
– – 0.01% 260
2025
Q4 		$57.3K Hold
148
– – 0.02% 226
2025
Q3 		$56.1K Hold
148
– – 0.02% 229
2025
Q2 		$51.9K Hold
148
– – 0.02% 235
2025
Q1 		$47K Hold
148
– – 0.02% 250
2024
Q4 		$49.5K Hold
148
– – 0.02% 235
2024
Q3 		$48.4K Hold
148
– – 0.02% 239
2024
Q2 		$45.7K Hold
148
– – 0.02% 230
2024
Q1 		$44.4K Hold
148
– – 0.02% 244
2023
Q4 		$40.5K Buy
+148
New +$37.7K 0.03% 251

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

Tidemark's IWV Position: Q2 2026 in Review

Tidemark held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 148 shares worth $63.1K. The position accounts for 0.01% of the portfolio, ranked #279.

Tidemark first reported a position in IWV in Q4 2023 and has held it in 11 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Tidemark held 148 shares of iShares Russell 3000 ETF worth $63.1K as of Q2 2026.
  • Tidemark left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.01% of Tidemark's portfolio in Q2 2026, its #279 holding.
  • Tidemark first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.