1834 Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

1834 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	$738K	Hold	1,731	–	–	0.08%	143
2026 Q1	$642K	Buy	1,731 +17	+1%	+$6.58K	0.08%	142
2025 Q4	$663K	Buy	+1,714	New	+$658K	0.08%	149
2020 Q3	–	Sell	-100	Closed	-$18K	–	442
2020 Q2	$18K	Hold	100	–	–	﹤0.01%	296
2020 Q1	$15K	Hold	100	–	–	﹤0.01%	318
2019 Q4	$19K	Hold	100	–	–	﹤0.01%	333
2019 Q3	$17K	Hold	100	–	–	﹤0.01%	337
2019 Q2	$17K	Hold	100	–	–	﹤0.01%	345
2019 Q1	$17K	Hold	100	–	–	﹤0.01%	327
2018 Q4	$15K	Hold	100	–	–	﹤0.01%	335
2018 Q3	$17K	Hold	100	–	–	﹤0.01%	337
2018 Q2	$16K	Hold	100	–	–	﹤0.01%	346
2018 Q1	$16K	Hold	100	–	–	﹤0.01%	359
2017 Q4	$16K	Buy	+100	New	+$15.4K	﹤0.01%	379

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

1834 Investment Advisors's IWV Position: Q2 2026 in Review

1834 Investment Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,731 shares worth $738K. The position accounts for 0.08% of the portfolio, ranked #143.

1834 Investment Advisors first reported a position in IWV in Q4 2017 and has held it in 14 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

1834 Investment Advisors held 1,731 shares of iShares Russell 3000 ETF worth $738K as of Q2 2026.
1834 Investment Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.08% of 1834 Investment Advisors's portfolio in Q2 2026, its #143 holding.
1834 Investment Advisors first reported a position in iShares Russell 3000 ETF in Q4 2017 and has held it in 14 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.