Alternative Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Alternative Investment 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 Q2	$355K	Sell	832 -240	-22%	-$98.9K	0.13%	42
2026 Q1	$397K	Buy	1,072 +2	+0.2%	+$774	0.17%	43
2025 Q4	$414K	Buy	1,070 +3	+0.3%	+$1.15K	0.18%	38
2025 Q3	$404K	Sell	1,067 -2	-0.2%	-$729	0.18%	32
2025 Q2	$375K	Buy	1,069 +3	+0.3%	+$974	0.19%	35
2025 Q1	$339K	Buy	1,066 +3	+0.3%	+$1.01K	0.18%	38
2024 Q4	$355K	Buy	1,063 +3	+0.3%	+$1.01K	0.19%	36
2024 Q3	$346K	Buy	1,060 +4	+0.4%	+$1.26K	0.18%	34
2024 Q2	$326K	Buy	+1,056	New	+$315K	0.19%	33

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

Alternative Investment Advisors's IWV Position: Q2 2026 in Review

Alternative Investment Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 22% in Q2 2026, selling an estimated $98.9K and leaving 832 shares worth $355K. The position accounts for 0.13% of the portfolio, ranked #42.

Alternative Investment Advisors first reported a position in IWV in Q2 2024 and has held it in 9 quarters since. The position peaked at $414K in Q4 2025. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Alternative Investment Advisors held 832 shares of iShares Russell 3000 ETF worth $355K as of Q2 2026.
Alternative Investment Advisors sold 240 iShares Russell 3000 ETF shares in Q2 2026, an estimated $98.9K.
iShares Russell 3000 ETF made up 0.13% of Alternative Investment Advisors's portfolio in Q2 2026, its #42 holding.
Alternative Investment Advisors first reported a position in iShares Russell 3000 ETF in Q2 2024 and has held it in 9 quarters since.
Alternative Investment Advisors's iShares Russell 3000 ETF position peaked at $414K in Q4 2025.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Alternative Investment Advisors's 13F filing for Q2 2026, filed 31 Aug 2026.