Ackerman Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History

Ackerman Asset 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	$539K	Sell	1,263 -87	-6%	-$35.8K	0.32%	16
2026 Q1	$500K	Hold	1,350	–	–	0.35%	16
2025 Q4	$522K	Hold	1,350	–	–	0.35%	16
2025 Q3	$512K	Hold	1,350	–	–	0.37%	16
2025 Q2	$474K	Hold	1,350	–	–	0.38%	14
2025 Q1	$429K	Buy	+1,350	New	+$453K	0.39%	14

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

Ackerman Asset Management's IWV Position: Q2 2026 in Review

Ackerman Asset Management reduced its iShares Russell 3000 ETF (IWV) stake by 6.4% in Q2 2026, selling an estimated $35.8K and leaving 1,263 shares worth $539K. The position accounts for 0.32% of the portfolio, ranked #16.

Ackerman Asset Management first reported a position in IWV in Q1 2025 and has held it in 6 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Ackerman Asset Management held 1,263 shares of iShares Russell 3000 ETF worth $539K as of Q2 2026.
Ackerman Asset Management sold 87 iShares Russell 3000 ETF shares in Q2 2026, an estimated $35.8K.
iShares Russell 3000 ETF made up 0.32% of Ackerman Asset Management's portfolio in Q2 2026, its #16 holding.
Ackerman Asset Management first reported a position in iShares Russell 3000 ETF in Q1 2025 and has held it in 6 quarters since.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Ackerman Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.