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

AGH 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
Q1 		$829K Hold
2,236
– – 0.61% 32
2025
Q4 		$865K Sell
2,236
-170
-7% -$65.2K 0.65% 31
2025
Q3 		$912K Sell
2,406
-88
-4% -$32.1K 0.67% 29
2025
Q2 		$875K Hold
2,494
– – 0.72% 26
2025
Q1 		$792K Hold
2,494
– – 0.76% 28
2024
Q4 		$834K Buy
+2,494
New +$840K 0.77% 28

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AGH Wealth Advisors's IWV Position: Q1 2026 in Review

AGH Wealth Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 2,236 shares worth $829K. The position accounts for 0.61% of the portfolio, ranked #32.

AGH Wealth Advisors first reported a position in IWV in Q4 2024 and has held it in 6 quarters since. The position peaked at $912K in Q3 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • AGH Wealth Advisors held 2,236 shares of iShares Russell 3000 ETF worth $829K as of Q1 2026.
  • AGH Wealth Advisors left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
  • iShares Russell 3000 ETF made up 0.61% of AGH Wealth Advisors's portfolio in Q1 2026, its #32 holding.
  • AGH Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 6 quarters since.
  • AGH Wealth Advisors's iShares Russell 3000 ETF position peaked at $912K in Q3 2025.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.