TRCT
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Tower Research Capital (TRC)’s iShares Russell 3000 ETF IWV Stock Holding History

Tower Research Capital (TRC)’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 		– Sell
-620
Closed -$240K – 5341
2025
Q4 		$240K Buy
+620
New +$238K 0.01% 1300
2025
Q3 		– Sell
-20,082
Closed -$7.05M – 5420
2025
Q2 		$7.05M Buy
20,082
+20,050
+62,656% +$6.51M 0.19% 89
2025
Q1 		$10.2K Buy
32
+30
+1,500% +$10.1K ﹤0.01% 3669
2024
Q4 		$668 Sell
2
-2,786
-100% -$938K ﹤0.01% 5208
2024
Q3 		$911K Buy
2,788
+2,346
+531% +$738K 0.02% 569
2024
Q2 		$136K Sell
442
-3,855
-90% -$1.15M ﹤0.01% 2360
2024
Q1 		$1.29M Buy
+4,297
New +$1.23M 0.03% 422
2023
Q3 		– Sell
-2,971
Closed -$756K – 6091
2023
Q2 		$756K Buy
2,971
+2,304
+345% +$554K 0.03% 690
2023
Q1 		$157K Buy
667
+549
+465% +$127K 0.01% 1511
2022
Q4 		$26K Sell
118
-9
-7% -$2K ﹤0.01% 2879
2022
Q3 		$26K Sell
127
-10,144
-99% -$2.33M ﹤0.01% 3718
2022
Q2 		$2.23M Buy
+10,271
New +$2.43M 0.05% 328
2022
Q1 		– Sell
-11,471
Closed -$3.18M – 6322
2021
Q4 		$3.18M Sell
11,471
-6,957
-38% -$1.88M 0.06% 290
2021
Q3 		$4.7M Sell
18,428
-20,535
-53% -$5.38M 0.12% 109
2021
Q2 		$9.97M Buy
38,963
+38,411
+6,959% +$9.58M 0.26% 58
2021
Q1 		$131K Sell
552
-27,821
-98% -$6.46M ﹤0.01% 2358
2020
Q4 		$6.34M Buy
28,373
+28,248
+22,598% +$5.93M 0.19% 50
2020
Q3 		$24K Sell
125
-80,378
-100% -$15.6M ﹤0.01% 3802
2020
Q2 		$14.5M Buy
+80,503
New +$13.6M 0.59% 12
2020
Q1 		– Sell
-1,179
Closed -$222K – 3478
2019
Q4 		$222K Buy
+1,179
New +$213K 0.02% 545
2019
Q3 		– Sell
-41,095
Closed -$7.08M – 4308
2019
Q2 		$7.08M Sell
41,095
-61,686
-60% -$10.5M 0.48% 21
2019
Q1 		$17.1M Buy
102,781
+102,723
+177,109% +$16.5M 1.04% 4
2018
Q4 		$9K Sell
58
-141,541
-100% -$22.5M ﹤0.01% 2543
2018
Q3 		$24.4M Buy
141,599
+84,202
+147% +$14.3M 1.79% 4
2018
Q2 		$9.31M Buy
57,397
+28,203
+97% +$4.53M 0.52% 29
2018
Q1 		$4.56M Buy
29,194
+26,476
+974% +$4.28M 0.39% 32
2017
Q4 		$430K Buy
+2,718
New +$419K 0.06% 330
2017
Q3 		– Sell
-11,898
Closed -$1.71M – 3971
2017
Q2 		$1.71M Buy
+11,898
New +$1.69M 0.19% 88
2017
Q1 		– Sell
-38,039
Closed -$5.06M – 3483
2016
Q4 		$5.06M Buy
+38,039
New +$4.93M 0.55% 28
2016
Q2 		– Sell
-25,745
Closed -$3.11M – 4699
2016
Q1 		$3.11M Buy
+25,745
New +$2.94M 0.46% 35
2015
Q4 		– Sell
-11,136
Closed -$1.27M – 4755
2015
Q3 		$1.27M Sell
11,136
-16,590
-60% -$2.01M 0.12% 96
2015
Q2 		$3.44M Buy
27,726
+13,582
+96% +$1.71M 0.3% 36
2015
Q1 		$1.75M Sell
14,144
-1,121
-7% -$138K 0.22% 65
2014
Q4 		$1.87M Buy
+15,265
New +$1.82M 0.18% 70
2014
Q3 		– Sell
-28,017
Closed -$3.3M – 4644
2014
Q2 		$3.3M Buy
+28,017
New +$3.19M 0.42% 24
2014
Q1 		– Sell
-531
Closed -$59K – 4673
2013
Q4 		$59K Buy
+531
New +$56.4K 0.01% 1252

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tower Research Capital (TRC)'s IWV Position: Q1 2026 in Review

Tower Research Capital (TRC) sold out of iShares Russell 3000 ETF (IWV) in Q1 2026, closing a stake of 620 shares — an estimated $240K sold.

Tower Research Capital (TRC) first reported a position in IWV in Q4 2013 and held it in 36 quarters. The position peaked at $24.4M in Q3 2018. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Tower Research Capital (TRC) reported no remaining iShares Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 620 iShares Russell 3000 ETF shares in Q1 2026, an estimated $240K.
  • Tower Research Capital (TRC) first reported a position in iShares Russell 3000 ETF in Q4 2013 and held it in 36 quarters.
  • Tower Research Capital (TRC)'s iShares Russell 3000 ETF position peaked at $24.4M in Q3 2018.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.