Van Hulzen Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History

Van Hulzen Asset Management’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	$292K	Sell	685 -40	-6%	-$16.5K	0.02%	318
2026 Q1	$269K	Hold	725	–	–	0.02%	305
2025 Q4	$280K	Hold	725	–	–	0.02%	279
2025 Q3	$275K	Sell	725 -16	-2%	-$5.83K	0.02%	280
2025 Q2	$260K	Sell	741 -51	-6%	-$16.6K	0.02%	272
2025 Q1	$252K	Hold	792	–	–	0.02%	269
2024 Q4	$265K	Hold	792	–	–	0.02%	277
2024 Q3	$259K	Hold	792	–	–	0.02%	278
2024 Q2	$244K	Buy	792 +97	+14%	+$28.9K	0.02%	275
2024 Q1	$209K	Buy	+695	New	+$198K	0.01%	303
2022 Q2	–	Sell	-795	Closed	-$209K	–	310
2022 Q1	$209K	Hold	795	–	–	0.02%	286
2021 Q4	$221K	Hold	795	–	–	0.02%	278
2021 Q3	$203K	Hold	795	–	–	0.03%	261
2021 Q2	$203K	Buy	+795	New	+$198K	0.03%	257
2016 Q4	–	Sell	-850	Closed	-$109K	–	149
2016 Q3	$109K	Hold	850	–	–	0.06%	146
2016 Q2	$105K	Hold	850	–	–	0.06%	132
2016 Q1	$103K	Hold	850	–	–	0.06%	139
2015 Q4	$102K	Buy	+850	New	+$103K	0.06%	138

Other funds holding IWV

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 New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Van Hulzen Asset Management's IWV Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its iShares Russell 3000 ETF (IWV) stake by 5.5% in Q2 2026, selling an estimated $16.5K and leaving 685 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #318.

Van Hulzen Asset Management first reported a position in IWV in Q4 2015 and has held it in 18 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Van Hulzen Asset Management held 685 shares of iShares Russell 3000 ETF worth $292K as of Q2 2026.
Van Hulzen Asset Management sold 40 iShares Russell 3000 ETF shares in Q2 2026, an estimated $16.5K.
iShares Russell 3000 ETF made up 0.02% of Van Hulzen Asset Management's portfolio in Q2 2026, its #318 holding.
Van Hulzen Asset Management first reported a position in iShares Russell 3000 ETF in Q4 2015 and has held it in 18 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.