ZIM
IWV icon

Zacks Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History

Zacks Investment 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 		$4.88M Sell
11,437
-1,094
-9% -$451K 0.03% 252
2026
Q1 		$4.65M Sell
12,531
-25,541
-67% -$9.88M 0.04% 235
2025
Q4 		$14.7M Buy
38,072
+30,059
+375% +$11.5M 0.12% 153
2025
Q3 		$3.04M Buy
8,013
+168
+2% +$61.3K 0.02% 282
2025
Q2 		$2.75M Sell
7,845
-245
-3% -$79.6K 0.02% 288
2025
Q1 		$2.57M Sell
8,090
-27,519
-77% -$9.23M 0.02% 293
2024
Q4 		$11.9M Buy
35,609
+28,501
+401% +$9.59M 0.11% 158
2024
Q3 		$2.32M Sell
7,108
-614
-8% -$193K 0.02% 314
2024
Q2 		$2.38M Buy
7,722
+1,367
+22% +$408K 0.03% 268
2024
Q1 		$1.91M Sell
6,355
-15,642
-71% -$4.46M 0.02% 320
2023
Q4 		$6.02M Buy
21,997
+13,042
+146% +$3.33M 0.07% 175
2023
Q3 		$2.19M Buy
8,955
+1,885
+27% +$482K 0.03% 264
2023
Q2 		$1.8M Buy
7,070
+2,164
+44% +$520K 0.02% 300
2023
Q1 		$1.16M Sell
4,906
-30,468
-86% -$7.03M 0.02% 335
2022
Q4 		$7.81M Buy
35,374
+32,672
+1,209% +$7.26M 0.11% 156
2022
Q3 		$559K Sell
2,702
-419
-13% -$96.4K 0.01% 414
2022
Q2 		$678K Buy
3,121
+2,020
+183% +$478K 0.01% 390
2022
Q1 		$289K Sell
1,101
-13,688
-93% -$3.54M ﹤0.01% 524
2021
Q4 		$4.1M Buy
14,789
+13,990
+1,751% +$3.79M 0.06% 210
2021
Q3 		$204K Buy
+799
New +$209K ﹤0.01% 578
2021
Q1 		– Sell
-11,209
Closed -$2.51M – 541
2020
Q4 		$2.51M Buy
+11,209
New +$2.35M 0.05% 220
2020
Q1 		– Sell
-9,710
Closed -$1.83M – 553
2019
Q4 		$1.83M Buy
+9,710
New +$1.75M 0.03% 289
2019
Q1 		– Sell
-15,306
Closed -$2.25M – 568
2018
Q4 		$2.25M Buy
+15,306
New +$2.43M 0.05% 213
2018
Q1 		– Sell
-1,689
Closed -$267K – 568
2017
Q4 		$267K Buy
+1,689
New +$260K 0.01% 497
2016
Q1 		– Sell
-26,081
Closed -$3.14M – 647
2015
Q4 		$3.14M Buy
+26,081
New +$3.17M 0.1% 162
2015
Q1 		– Sell
-12,298
Closed -$1.5M – 668
2014
Q4 		$1.5M Buy
+12,298
New +$1.47M 0.05% 204

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

Zacks Investment Management's IWV Position: Q2 2026 in Review

Zacks Investment Management reduced its iShares Russell 3000 ETF (IWV) stake by 8.7% in Q2 2026, selling an estimated $451K and leaving 11,437 shares worth $4.88M. The position accounts for 0.03% of the portfolio, ranked #252.

Zacks Investment Management first reported a position in IWV in Q4 2014 and has held it in 26 quarters since. The position peaked at $14.7M in Q4 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Zacks Investment Management held 11,437 shares of iShares Russell 3000 ETF worth $4.88M as of Q2 2026.
  • Zacks Investment Management sold 1,094 iShares Russell 3000 ETF shares in Q2 2026, an estimated $451K.
  • iShares Russell 3000 ETF made up 0.03% of Zacks Investment Management's portfolio in Q2 2026, its #252 holding.
  • Zacks Investment Management first reported a position in iShares Russell 3000 ETF in Q4 2014 and has held it in 26 quarters since.
  • Zacks Investment Management's iShares Russell 3000 ETF position peaked at $14.7M in Q4 2025.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.