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

AE 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 		$440K Sell
1,031
-149
-13% -$61.4K ﹤0.01% 1286
2026
Q1 		$437K Buy
1,180
+141
+14% +$54.5K ﹤0.01% 1182
2025
Q4 		$402K Buy
1,039
+9
+0.9% +$3.45K ﹤0.01% 1166
2025
Q3 		$390K Buy
1,030
+7
+0.7% +$2.55K ﹤0.01% 1070
2025
Q2 		$359K Buy
1,023
+140
+16% +$45.5K ﹤0.01% 1039
2025
Q1 		$280K Buy
883
+71
+9% +$23.8K ﹤0.01% 1117
2024
Q4 		$271K Buy
812
+98
+14% +$33K ﹤0.01% 1143
2024
Q3 		$233K Sell
714
-295
-29% -$92.9K ﹤0.01% 1120
2024
Q2 		$311K Buy
1,009
+91
+10% +$27.2K ﹤0.01% 1021
2024
Q1 		$275K Sell
918
-1,642
-64% -$468K ﹤0.01% 986
2023
Q4 		$715K Sell
2,560
-31
-1% -$7.9K ﹤0.01% 1285
2023
Q3 		$635K Sell
2,591
-104
-4% -$26.6K ﹤0.01% 1268
2023
Q2 		$686K Sell
2,695
-404
-13% -$97.2K ﹤0.01% 1244
2023
Q1 		$730K Sell
3,099
-41
-1% -$9.46K ﹤0.01% 1176
2022
Q4 		$693K Buy
3,140
+190
+6% +$42.2K 0.01% 1143
2022
Q3 		$611K Sell
2,950
-191
-6% -$43.9K ﹤0.01% 1144
2022
Q2 		$683K Sell
3,141
-112
-3% -$26.5K 0.01% 1046
2022
Q1 		$853K Buy
3,253
+192
+6% +$49.7K 0.01% 967
2021
Q4 		$850K Buy
3,061
+879
+40% +$238K 0.01% 997
2021
Q3 		$556K Buy
2,182
+433
+25% +$113K ﹤0.01% 1133
2021
Q2 		$448K Buy
1,749
+219
+14% +$54.6K ﹤0.01% 1176
2021
Q1 		$363K Sell
1,530
-21
-1% -$4.88K ﹤0.01% 1186
2020
Q4 		$347K Buy
+1,551
New +$326K ﹤0.01% 1084

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

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

AE Wealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 13% in Q2 2026, selling an estimated $61.4K and leaving 1,031 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

AE Wealth Management first reported a position in IWV in Q4 2020 and has held it in 23 quarters since. The position peaked at $853K in Q1 2022. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • AE Wealth Management held 1,031 shares of iShares Russell 3000 ETF worth $440K as of Q2 2026.
  • AE Wealth Management sold 149 iShares Russell 3000 ETF shares in Q2 2026, an estimated $61.4K.
  • iShares Russell 3000 ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1286 holding.
  • AE Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 23 quarters since.
  • AE Wealth Management's iShares Russell 3000 ETF position peaked at $853K in Q1 2022.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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