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

Accurate 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 		$376K Sell
876
-131
-13% -$54K 0.04% 404
2026
Q1 		$389K Buy
1,007
+25
+3% +$9.67K 0.05% 368
2025
Q4 		$388K Sell
982
-104
-10% -$39.9K 0.05% 353
2025
Q3 		$410K Sell
1,086
-22
-2% -$8.02K 0.05% 329
2025
Q2 		$395K Hold
1,108
– – 0.06% 308
2025
Q1 		$335K Sell
1,108
-98
-8% -$32.9K 0.06% 260
2024
Q4 		$400K Hold
1,206
– – 0.08% 236
2024
Q3 		$398K Sell
1,206
-153
-11% -$48.2K 0.08% 238
2024
Q2 		$434K Hold
1,359
– – 0.1% 181
2024
Q1 		$385K Sell
1,359
-74
-5% -$21.1K 0.11% 174
2023
Q4 		$392K Hold
1,433
– – 0.12% 169
2023
Q3 		$357K Sell
1,433
-136
-9% -$34.8K 0.11% 171
2023
Q2 		$406K Sell
1,569
-319
-17% -$76.7K 0.13% 163
2023
Q1 		$444K Sell
1,888
-75
-4% -$17.3K 0.15% 145
2022
Q4 		$443K Sell
1,963
-913
-32% -$203K 0.16% 113
2022
Q3 		$611K Buy
2,876
+1,288
+81% +$296K 0.25% 74
2022
Q2 		$357K Buy
1,588
+197
+14% +$46.6K 0.19% 101
2022
Q1 		$365K Buy
+1,391
New +$360K 0.16% 109

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

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

Accurate Wealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 13% in Q2 2026, selling an estimated $54K and leaving 876 shares worth $376K. The position accounts for 0.04% of the portfolio, ranked #404.

Accurate Wealth Management first reported a position in IWV in Q1 2022 and has held it in 18 quarters since. The position peaked at $611K in Q3 2022. 911 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Accurate Wealth Management held 876 shares of iShares Russell 3000 ETF worth $376K as of Q2 2026.
  • Accurate Wealth Management sold 131 iShares Russell 3000 ETF shares in Q2 2026, an estimated $54K.
  • iShares Russell 3000 ETF made up 0.04% of Accurate Wealth Management's portfolio in Q2 2026, its #404 holding.
  • Accurate Wealth Management first reported a position in iShares Russell 3000 ETF in Q1 2022 and has held it in 18 quarters since.
  • Accurate Wealth Management's iShares Russell 3000 ETF position peaked at $611K in Q3 2022.
  • 911 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.