1900 Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

1900 Wealth 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	$491K	Sell	1,151 -475	-29%	-$196K	0.03%	181
2026 Q1	$603K	Buy	1,626 +3	+0.2%	+$1.16K	0.04%	149
2025 Q4	$628K	Buy	1,623 +4	+0.2%	+$1.53K	0.04%	138
2025 Q3	$613K	Buy	1,619 +4	+0.2%	+$1.46K	0.04%	131
2025 Q2	$567K	Sell	1,615 -73	-4%	-$23.7K	0.04%	125
2025 Q1	$536K	Buy	1,688 +4	+0.2%	+$1.34K	0.04%	129
2024 Q4	$563K	Buy	1,684 +5	+0.3%	+$1.68K	0.05%	132
2024 Q3	$548K	Sell	1,679 -394	-19%	-$124K	0.05%	136
2024 Q2	$640K	Buy	2,073 +5	+0.2%	+$1.49K	0.06%	122
2024 Q1	$621K	Sell	2,068 -120	-5%	-$34.2K	0.06%	137
2023 Q4	$599K	Buy	+2,188	New	+$558K	0.06%	178

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

1900 Wealth Management's IWV Position: Q2 2026 in Review

1900 Wealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 29% in Q2 2026, selling an estimated $196K and leaving 1,151 shares worth $491K. The position accounts for 0.03% of the portfolio, ranked #181.

1900 Wealth Management first reported a position in IWV in Q4 2023 and has held it in 11 quarters since. The position peaked at $640K in Q2 2024. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

1900 Wealth Management held 1,151 shares of iShares Russell 3000 ETF worth $491K as of Q2 2026.
1900 Wealth Management sold 475 iShares Russell 3000 ETF shares in Q2 2026, an estimated $196K.
iShares Russell 3000 ETF made up 0.03% of 1900 Wealth Management's portfolio in Q2 2026, its #181 holding.
1900 Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 11 quarters since.
1900 Wealth Management's iShares Russell 3000 ETF position peaked at $640K in Q2 2024.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.