TI
IWV icon

Truepoint Inc’s iShares Russell 3000 ETF IWV Stock Holding History

Truepoint Inc’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 		$21.5M Sell
58,119
-438
-0.7% -$169K 0.48% 25
2025
Q4 		$22.7M Sell
58,557
-992
-2% -$381K 0.51% 24
2025
Q3 		$22.6M Sell
59,549
-311
-0.5% -$113K 0.52% 24
2025
Q2 		$21M Sell
59,860
-21
-0% -$6.82K 0.52% 24
2025
Q1 		$19M Sell
59,881
-15
-0% -$5.03K 0.52% 25
2024
Q4 		$20M Sell
59,896
-843
-1% -$284K 0.54% 23
2024
Q3 		$19.8M Sell
60,739
-944
-2% -$297K 0.53% 25
2024
Q2 		$19M Sell
61,683
-73
-0.1% -$21.8K 0.54% 25
2024
Q1 		$18.5M Sell
61,756
-2,574
-4% -$734K 0.53% 25
2023
Q4 		$17.6M Sell
64,330
-71
-0.1% -$18.1K 0.52% 25
2023
Q3 		$15.8M Sell
64,401
-640
-1% -$164K 0.51% 25
2023
Q2 		$16.6M Sell
65,041
-791
-1% -$190K 0.55% 24
2023
Q1 		$15.5M Sell
65,832
-570
-0.9% -$132K 0.53% 24
2022
Q4 		$14.7M Sell
66,402
-304
-0.5% -$67.6K 0.53% 23
2022
Q3 		$13.8M Sell
66,706
-93
-0.1% -$21.4K 0.71% 22
2022
Q2 		$14.5M Sell
66,799
-278
-0.4% -$65.8K 0.76% 19
2022
Q1 		$17.6M Sell
67,077
-360
-0.5% -$93.2K 0.83% 17
2021
Q4 		$18.7M Sell
67,437
-1,178
-2% -$319K 0.87% 15
2021
Q3 		$17.5M Sell
68,615
-80
-0.1% -$20.9K 0.88% 15
2021
Q2 		$17.6M Sell
68,695
-2,660
-4% -$663K 0.97% 15
2021
Q1 		$16.9M Sell
71,355
-302
-0.4% -$70.1K 1.05% 13
2020
Q4 		$16M Sell
71,657
-2,467
-3% -$518K 1.06% 13
2020
Q3 		$14.5M Sell
74,124
-2,203
-3% -$426K 1.11% 13
2020
Q2 		$13.7M Sell
76,327
-2,287
-3% -$388K 1.11% 13
2020
Q1 		$11.7M Sell
78,614
-1,544
-2% -$275K 1.07% 15
2019
Q4 		$15.1M Sell
80,158
-1,295
-2% -$233K 1.14% 10
2019
Q3 		$14.2M Sell
81,453
-1,700
-2% -$295K 1.24% 9
2019
Q2 		$14.3M Sell
83,153
-1,253
-1% -$213K 1.16% 10
2019
Q1 		$14.1M Sell
84,406
-431
-0.5% -$69.2K 1.2% 9
2018
Q4 		$12.5M Sell
84,837
-3,441
-4% -$547K 1.19% 9
2018
Q3 		$15.2M Sell
88,278
-2,028
-2% -$344K 1.31% 8
2018
Q2 		$14.7M Buy
90,306
+76,004
+531% +$12.2M 1.32% 8
2018
Q1 		$91.5K Sell
14,302
-79,082
-85% -$12.8M 0.71% 9
2017
Q4 		$14.8M Sell
93,384
-2,301
-2% -$355K 1.39% 8
2017
Q3 		$14.3M Sell
95,685
-441
-0.5% -$64.4K 1.4% 8
2017
Q2 		$14.1M Sell
96,126
-8,230
-8% -$1.17M 1.41% 8
2017
Q1 		$14.6M Sell
104,356
-986
-0.9% -$136K 1.57% 8
2016
Q4 		$14.4M Sell
105,342
-3,186
-3% -$413K 1.6% 8
2016
Q3 		$13.9M Sell
108,528
-711
-0.7% -$90.8K 1.69% 8
2016
Q2 		$13.5M Sell
109,239
-1,401
-1% -$171K 1.74% 8
2016
Q1 		$13.4M Buy
110,640
+92,103
+497% +$10.5M 1.77% 8
2015
Q4 		$2.23M Sell
18,537
-38,591
-68% -$4.69M 0.31% 14
2015
Q3 		$6.51M Buy
57,128
+43,055
+306% +$5.21M 0.97% 10
2015
Q2 		$1.75M Sell
14,073
-276
-2% -$34.8K 0.26% 11
2015
Q1 		$1.78M Sell
14,349
-187
-1% -$23K 0.28% 12
2014
Q4 		$1.78M Sell
14,536
-192
-1% -$22.9K 0.28% 11
2014
Q3 		$1.72M Sell
14,728
-1,226
-8% -$144K 0.29% 11
2014
Q2 		$1.88M Hold
15,954
– – 0.33% 10
2014
Q1 		$1.79M Buy
15,954
+3,132
+24% +$346K 0.34% 10
2013
Q4 		$1.42M Sell
12,822
-47
-0.4% -$4.99K 0.28% 9
2013
Q3 		$1.3M Buy
12,869
+9
+0.1% +$902 0.27% 12
2013
Q2 		$1.23M Buy
+12,860
New +$1.23M 0.33% 7

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

Truepoint Inc's IWV Position: Q1 2026 in Review

Truepoint Inc reduced its iShares Russell 3000 ETF (IWV) stake by 0.75% in Q1 2026, selling an estimated $169K and leaving 58,119 shares worth $21.5M. The position accounts for 0.48% of the portfolio, ranked #25.

Truepoint Inc first reported a position in IWV in Q2 2013 and has held it in 52 quarters since. The position peaked at $22.7M in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Truepoint Inc held 58,119 shares of iShares Russell 3000 ETF worth $21.5M as of Q1 2026.
  • Truepoint Inc sold 438 iShares Russell 3000 ETF shares in Q1 2026, an estimated $169K.
  • iShares Russell 3000 ETF made up 0.48% of Truepoint Inc's portfolio in Q1 2026, its #25 holding.
  • Truepoint Inc first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Truepoint Inc's iShares Russell 3000 ETF position peaked at $22.7M in Q4 2025.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.