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Advisortrust Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Advisortrust Partners’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 		– Sell
-252
Closed -$93.6K – 251
2026
Q1 		$93.6K Buy
+252
New +$97.5K 0.04% 188

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

Advisortrust Partners's IWV Position: Q2 2026 in Review

Advisortrust Partners sold out of iShares Russell 3000 ETF (IWV) in Q2 2026, closing a stake of 252 shares — an estimated $93.6K sold.

Advisortrust Partners first reported a position in IWV in Q1 2026 and held it in 1 quarter. The position peaked at $93.6K in Q1 2026. 905 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Advisortrust Partners reported no remaining iShares Russell 3000 ETF position as of Q2 2026 after selling out during the quarter.
  • Advisortrust Partners sold 252 iShares Russell 3000 ETF shares in Q2 2026, an estimated $93.6K.
  • Advisortrust Partners first reported a position in iShares Russell 3000 ETF in Q1 2026 and held it in 1 quarter.
  • Advisortrust Partners's iShares Russell 3000 ETF position peaked at $93.6K in Q1 2026.
  • 905 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.