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IWV icon

Advisornet Financial’s iShares Russell 3000 ETF IWV Stock Holding History

Advisornet Financial’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 		$378K Buy
886
+2
+0.2% +$824 0.02% 489
2026
Q1 		$328K Buy
884
+1
+0.1% +$387 0.02% 496
2025
Q4 		$341K Buy
883
+2
+0.2% +$768 0.02% 475
2025
Q3 		$334K Sell
881
-10
-1% -$3.65K 0.02% 469
2025
Q2 		$313K Buy
891
+2
+0.2% +$650 0.02% 470
2025
Q1 		$282K Buy
889
+173
+24% +$58K 0.02% 470
2024
Q4 		$239K Sell
716
-7
-1% -$2.36K 0.02% 468
2024
Q3 		$236K Buy
723
+2
+0.3% +$630 0.02% 489
2024
Q2 		$222K Sell
721
-164
-19% -$48.9K 0.02% 451
2024
Q1 		$266K Buy
885
+2
+0.2% +$571 0.03% 422
2023
Q4 		$242K Buy
883
+7
+0.8% +$1.78K 0.02% 442
2023
Q3 		$215K Hold
876
– – 0.02% 448
2023
Q2 		$223K Hold
876
– – 0.02% 459
2023
Q1 		$206K Hold
876
– – 0.02% 461
2022
Q4 		$193K Buy
876
+855
+4,071% +$190K 0.02% 480
2022
Q3 		$4K Sell
21
-387
-95% -$89K ﹤0.01% 1552
2022
Q2 		$89K Sell
408
-540
-57% -$128K 0.01% 704
2022
Q1 		$249K Sell
948
-43
-4% -$11.1K 0.02% 508
2021
Q4 		$275K Sell
991
-69
-7% -$18.7K 0.02% 520
2021
Q3 		$270K Sell
1,060
-2,191
-67% -$574K 0.02% 490
2021
Q2 		$832K Sell
3,251
-164
-5% -$40.9K 0.06% 293
2021
Q1 		$810K Sell
3,415
-89
-3% -$20.7K 0.06% 281
2020
Q4 		$783K Sell
3,504
-78
-2% -$16.4K 0.06% 263
2020
Q3 		$701K Sell
3,582
-2,151
-38% -$416K 0.06% 279
2020
Q2 		$1.03M Sell
5,733
-299
-5% -$50.7K 0.08% 218
2020
Q1 		$895K Sell
6,032
-59
-1% -$10.5K 0.08% 212
2019
Q4 		$1.15M Sell
6,091
-271
-4% -$48.8K 0.1% 192
2019
Q3 		$1.11M Sell
6,362
-36
-0.6% -$6.24K 0.1% 196
2019
Q2 		$1.1M Sell
6,398
-1,587
-20% -$269K 0.12% 173
2019
Q1 		$1.33M Sell
7,985
-1,683
-17% -$270K 0.16% 135
2018
Q4 		$1.42M Sell
9,668
-279
-3% -$44.3K 0.2% 110
2018
Q3 		$1.71M Sell
9,947
-1,638
-14% -$277K 0.22% 100
2018
Q2 		$1.88M Sell
11,585
-3,350
-22% -$538K 0.25% 78
2018
Q1 		$2.33M Sell
14,935
-9,296
-38% -$1.5M 0.32% 66
2017
Q4 		$3.83M Buy
+24,231
New +$3.74M 0.58% 29

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

Advisornet Financial's IWV Position: Q2 2026 in Review

Advisornet Financial increased its iShares Russell 3000 ETF (IWV) stake by 0.23% in Q2 2026, buying an estimated $824 and bringing the position to 886 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #489.

Advisornet Financial first reported a position in IWV in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.83M in Q4 2017. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Advisornet Financial held 886 shares of iShares Russell 3000 ETF worth $378K as of Q2 2026.
  • Advisornet Financial bought 2 iShares Russell 3000 ETF shares in Q2 2026, an estimated $824.
  • iShares Russell 3000 ETF made up 0.02% of Advisornet Financial's portfolio in Q2 2026, its #489 holding.
  • Advisornet Financial first reported a position in iShares Russell 3000 ETF in Q4 2017 and has held it in 35 quarters since.
  • Advisornet Financial's iShares Russell 3000 ETF position peaked at $3.83M in Q4 2017.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.