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

Waterloo 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	–	Sell	-2,573	Closed	-$995K	–	499
2025 Q4	$995K	Buy	+2,573	New	+$987K	0.07%	212

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

Waterloo Capital's IWV Position: Q1 2026 in Review

Waterloo Capital sold out of iShares Russell 3000 ETF (IWV) in Q1 2026, closing a stake of 2,573 shares — an estimated $995K sold.

Waterloo Capital first reported a position in IWV in Q4 2025 and held it in 1 quarter. The position peaked at $995K in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Waterloo Capital reported no remaining iShares Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
Waterloo Capital sold 2,573 iShares Russell 3000 ETF shares in Q1 2026, an estimated $995K.
Waterloo Capital first reported a position in iShares Russell 3000 ETF in Q4 2025 and held it in 1 quarter.
Waterloo Capital's iShares Russell 3000 ETF position peaked at $995K in Q4 2025.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.