1620 Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

1620 Investment Advisors’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	$63.1K	Hold	148	–	–	0.04%	303
2026 Q1	$54.9K	Hold	148	–	–	0.04%	299
2025 Q4	$57.3K	Hold	148	–	–	0.04%	288
2025 Q3	$56.1K	Hold	148	–	–	0.04%	282
2025 Q2	$51.9K	Sell	148 -50	-25%	-$16.2K	0.04%	298
2025 Q1	$62.9K	Sell	198 -95	-32%	-$31.9K	0.05%	273
2024 Q4	$97.9K	Hold	293	–	–	0.07%	223
2024 Q3	$95.7K	Hold	293	–	–	0.07%	236
2024 Q2	$90.4K	Buy	+293	New	+$87.4K	0.07%	229
2023 Q3	–	Sell	-356	Closed	-$2.56M	–	155
2023 Q2	$2.56M	Buy	+356	New	+$85.6K	2.77%	4

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

1620 Investment Advisors's IWV Position: Q2 2026 in Review

1620 Investment Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 148 shares worth $63.1K. The position accounts for 0.04% of the portfolio, ranked #303.

1620 Investment Advisors first reported a position in IWV in Q2 2023 and has held it in 10 quarters since. The position peaked at $2.56M in Q2 2023. 909 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

1620 Investment Advisors held 148 shares of iShares Russell 3000 ETF worth $63.1K as of Q2 2026.
1620 Investment Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.04% of 1620 Investment Advisors's portfolio in Q2 2026, its #303 holding.
1620 Investment Advisors first reported a position in iShares Russell 3000 ETF in Q2 2023 and has held it in 10 quarters since.
1620 Investment Advisors's iShares Russell 3000 ETF position peaked at $2.56M in Q2 2023.
909 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.