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

Allworth 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	$1.58M	Buy	3,713 +606	+20%	+$250K	0.01%	585
2026 Q1	$1.15M	Buy	3,107 +1,182	+61%	+$457K	﹤0.01%	667
2025 Q4	$745K	Sell	1,925 -804	-29%	-$309K	﹤0.01%	787
2025 Q3	$1.03M	Buy	2,729 +353	+15%	+$129K	﹤0.01%	663
2025 Q2	$834K	Buy	2,376 +151	+7%	+$49K	﹤0.01%	691
2025 Q1	$692K	Buy	2,225 +170	+8%	+$57K	﹤0.01%	617
2024 Q4	$713K	Hold	2,055	–	–	﹤0.01%	608
2024 Q3	$672K	Hold	2,055	–	–	﹤0.01%	520
2024 Q2	$643K	Buy	2,055 +254	+14%	+$75.8K	﹤0.01%	518
2024 Q1	$540K	Hold	1,801	–	–	﹤0.01%	531
2023 Q4	$493K	Buy	1,801 +1,797	+44,925%	+$458K	﹤0.01%	523
2023 Q3	$981	Buy	+4	New	+$1.02K	﹤0.01%	2857
2022 Q4	–	Sell	-16	Closed	-$3K	–	3102
2022 Q3	$3K	Buy	+16	New	+$3.68K	﹤0.01%	2037
2019 Q2	–	Sell	-23	Closed	-$4K	–	990
2019 Q1	$4K	Hold	23	–	–	﹤0.01%	719
2018 Q4	$3K	Hold	23	–	–	﹤0.01%	683
2018 Q3	$4K	Hold	23	–	–	﹤0.01%	689
2018 Q2	$4K	Buy	+23	New	+$3.7K	﹤0.01%	676

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

Allworth Financial's IWV Position: Q2 2026 in Review

Allworth Financial increased its iShares Russell 3000 ETF (IWV) stake by 20% in Q2 2026, buying an estimated $250K and bringing the position to 3,713 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #585.

Allworth Financial first reported a position in IWV in Q2 2018 and has held it in 17 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Allworth Financial held 3,713 shares of iShares Russell 3000 ETF worth $1.58M as of Q2 2026.
Allworth Financial bought 606 iShares Russell 3000 ETF shares in Q2 2026, an estimated $250K.
iShares Russell 3000 ETF made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #585 holding.
Allworth Financial first reported a position in iShares Russell 3000 ETF in Q2 2018 and has held it in 17 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.