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IWV icon

Xponance’s iShares Russell 3000 ETF IWV Stock Holding History

Xponance’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 		$7.92M Buy
18,575
+1,976
+12% +$814K 0.05% 282
2026
Q1 		$6.15M Buy
16,599
+11,418
+220% +$4.42M 0.04% 309
2025
Q4 		$2M Sell
5,181
-5,441
-51% -$2.09M 0.02% 540
2025
Q3 		$4.03M Buy
10,622
+4,396
+71% +$1.6M 0.03% 377
2025
Q2 		$2.19M Sell
6,226
-7,037
-53% -$2.29M 0.02% 515
2025
Q1 		$4.21M Buy
13,263
+4,178
+46% +$1.4M 0.04% 339
2024
Q4 		$3.04M Buy
9,085
+507
+6% +$171K 0.03% 423
2024
Q3 		$2.8M Buy
8,578
+5,108
+147% +$1.61M 0.03% 442
2024
Q2 		$1.07M Sell
3,470
-1,804
-34% -$538K 0.01% 662
2024
Q1 		$1.58M Buy
5,274
+609
+13% +$174K 0.02% 582
2023
Q4 		$1.28M Sell
4,665
-2,582
-36% -$658K 0.02% 590
2023
Q3 		$1.78M Buy
7,247
+871
+14% +$223K 0.02% 492
2023
Q2 		$1.62M Sell
6,376
-2,650
-29% -$637K 0.02% 513
2023
Q1 		$2.12M Buy
9,026
+3,418
+61% +$789K 0.03% 443
2022
Q4 		$1.24M Sell
5,608
-277
-5% -$61.6K 0.02% 570
2022
Q3 		$1.22M Buy
5,885
+4,309
+273% +$991K 0.02% 521
2022
Q2 		$343K Buy
+1,576
New +$373K 0.01% 976

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

Xponance's IWV Position: Q2 2026 in Review

Xponance increased its iShares Russell 3000 ETF (IWV) stake by 12% in Q2 2026, buying an estimated $814K and bringing the position to 18,575 shares worth $7.92M. The position accounts for 0.05% of the portfolio, ranked #282.

Xponance first reported a position in IWV in Q2 2022 and has held it in 17 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Xponance held 18,575 shares of iShares Russell 3000 ETF worth $7.92M as of Q2 2026.
  • Xponance bought 1,976 iShares Russell 3000 ETF shares in Q2 2026, an estimated $814K.
  • iShares Russell 3000 ETF made up 0.05% of Xponance's portfolio in Q2 2026, its #282 holding.
  • Xponance first reported a position in iShares Russell 3000 ETF in Q2 2022 and has held it in 17 quarters since.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.