Acumen Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Acumen Wealth 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	$159K	Sell	372 -409	-52%	-$169K	0.03%	109
2026 Q1	$290K	Buy	781 +116	+17%	+$44.9K	0.08%	91
2025 Q4	$257K	Buy	+665	New	+$255K	0.07%	65

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

Acumen Wealth Advisors's IWV Position: Q2 2026 in Review

Acumen Wealth Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 52% in Q2 2026, selling an estimated $169K and leaving 372 shares worth $159K. The position accounts for 0.03% of the portfolio, ranked #109.

Acumen Wealth Advisors first reported a position in IWV in Q4 2025 and has held it in 3 quarters since. The position peaked at $290K in Q1 2026. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Acumen Wealth Advisors held 372 shares of iShares Russell 3000 ETF worth $159K as of Q2 2026.
Acumen Wealth Advisors sold 409 iShares Russell 3000 ETF shares in Q2 2026, an estimated $169K.
iShares Russell 3000 ETF made up 0.03% of Acumen Wealth Advisors's portfolio in Q2 2026, its #109 holding.
Acumen Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 3 quarters since.
Acumen Wealth Advisors's iShares Russell 3000 ETF position peaked at $290K in Q1 2026.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.