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Wilmington Savings Fund Society’s iShares Russell 3000 ETF IWV Stock Holding History

Wilmington Savings Fund Society’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 		$9.13M Hold
21,412
– – 0.2% 95
2026
Q1 		$7.94M Sell
21,412
-93
-0.4% -$36K 0.19% 100
2025
Q4 		$8.32M Buy
21,505
+190
+0.9% +$72.9K 0.2% 98
2025
Q3 		$8.08M Hold
21,315
– – 0.19% 97
2025
Q2 		$7.48M Sell
21,315
-1,698
-7% -$552K 0.13% 130
2025
Q1 		$7.31M Hold
23,013
– – 0.14% 133
2024
Q4 		$7.69M Sell
23,013
-725
-3% -$244K 0.14% 134
2024
Q3 		$7.76M Buy
23,738
+12,225
+106% +$3.85M 0.14% 133
2024
Q2 		$3.55M Hold
11,513
– – 0.14% 128
2024
Q1 		$3.45M Buy
+11,513
New +$3.28M 0.13% 134
2023
Q3 		$2.82M Hold
11,513
– – 0.12% 141
2023
Q2 		$2.93M Sell
11,513
-250
-2% -$60.1K 0.12% 138
2023
Q1 		$2.77M Hold
11,763
– – 0.12% 139
2022
Q4 		$2.6M Hold
11,763
– – 0.12% 149
2022
Q3 		$2.44M Hold
11,763
– – 0.12% 147
2022
Q2 		$2.56M Hold
11,763
– – 0.12% 150
2022
Q1 		$3.09M Sell
11,763
-200
-2% -$51.8K 0.12% 147
2021
Q4 		$3.32M Sell
11,963
-155
-1% -$42K 0.12% 143
2021
Q3 		$3.09M Buy
12,118
+725
+6% +$190K 0.12% 148
2021
Q2 		$2.92M Hold
11,393
– – 0.11% 158
2021
Q1 		$2.7M Sell
11,393
-340
-3% -$79K 0.11% 156
2020
Q4 		$2.62M Sell
11,733
-1,800
-13% -$378K 0.11% 155
2020
Q3 		$2.65M Sell
13,533
-34
-0.3% -$6.58K 0.12% 147
2020
Q2 		$2.44M Sell
13,567
-1,750
-11% -$297K 0.12% 146
2020
Q1 		$2.27M Sell
15,317
-720
-4% -$128K 0.13% 142
2019
Q4 		$3.02M Sell
16,037
-50
-0.3% -$9.01K 0.15% 133
2019
Q3 		$2.79M Sell
16,087
-865
-5% -$150K 0.15% 136
2019
Q2 		$2.92M Buy
16,952
+1,735
+11% +$294K 0.16% 137
2019
Q1 		$2.54M Sell
15,217
-5
-0% -$802 0.14% 146
2018
Q4 		$2.24M Hold
15,222
– – 0.14% 147
2018
Q3 		$2.62M Sell
15,222
-5
-0% -$847 0.14% 146
2018
Q2 		$2.47M Buy
15,227
+59
+0.4% +$9.48K 0.14% 148
2018
Q1 		$2.37M Sell
15,168
-400
-3% -$64.6K 0.14% 149
2017
Q4 		$2.46M Hold
15,568
– – 0.13% 151
2017
Q3 		$2.32M Hold
15,568
– – 0.13% 155
2017
Q2 		$2.24M Hold
15,568
– – 0.13% 163
2017
Q1 		$2.18M Hold
15,568
– – 0.13% 159
2016
Q4 		$2.07M Hold
15,568
– – 0.13% 160
2016
Q3 		$2M Hold
15,568
– – 0.13% 164
2016
Q2 		$1.93M Hold
15,568
– – 0.12% 162
2016
Q1 		$1.88M Hold
15,568
– – 0.12% 171
2015
Q4 		$1.87M Hold
15,568
– – 0.12% 170
2015
Q3 		$1.77M Buy
15,568
+8,316
+115% +$1.01M 0.11% 177
2015
Q2 		$899K Hold
7,252
– – 0.05% 218
2015
Q1 		$898K Sell
7,252
-400
-5% -$49.3K 0.05% 220
2014
Q4 		$936K Sell
7,652
-100
-1% -$11.9K 0.05% 223
2014
Q3 		$905K Sell
7,752
-1,350
-15% -$159K 0.05% 229
2014
Q2 		$1.07M Hold
9,102
– – 0.06% 222
2014
Q1 		$1.02M Hold
9,102
– – 0.06% 227
2013
Q4 		$1.01M Hold
9,102
– – 0.06% 229
2013
Q3 		$921K Sell
9,102
-1,718
-16% -$172K 0.06% 228
2013
Q2 		$1.04M Buy
+10,820
New +$1.04M 0.07% 223

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

Wilmington Savings Fund Society's IWV Position: Q2 2026 in Review

Wilmington Savings Fund Society held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 21,412 shares worth $9.13M. The position accounts for 0.2% of the portfolio, ranked #95.

Wilmington Savings Fund Society first reported a position in IWV in Q2 2013 and has held it in 52 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Wilmington Savings Fund Society held 21,412 shares of iShares Russell 3000 ETF worth $9.13M as of Q2 2026.
  • Wilmington Savings Fund Society left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.2% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #95 holding.
  • Wilmington Savings Fund Society first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 52 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.