Altiora Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

Altiora Financial Group’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	$353K	Sell	953 -14	-1%	-$5.42K	0.06%	88
2025 Q4	$374K	Hold	967	–	–	0.06%	75
2025 Q3	$366K	Hold	967	–	–	0.07%	74
2025 Q2	$339K	Hold	967	–	–	0.07%	78
2025 Q1	$307K	Buy	967 +2	+0.2%	+$671	0.07%	80
2024 Q4	$322K	Buy	965 +3	+0.3%	+$1.01K	0.07%	80
2024 Q3	$314K	Buy	962 +4	+0.4%	+$1.26K	0.07%	81
2024 Q2	$296K	Buy	958 +2	+0.2%	+$597	0.07%	76
2024 Q1	$287K	Buy	956 +2	+0.2%	+$571	0.08%	72
2023 Q4	$261K	Buy	954 +4	+0.4%	+$1.02K	0.08%	71
2023 Q3	$233K	Sell	950 -1,013	-52%	-$259K	0.11%	54
2023 Q2	$500K	Hold	1,963	–	–	0.22%	41
2023 Q1	$462K	Hold	1,963	–	–	0.21%	41
2022 Q4	$433K	Buy	+1,963	New	+$436K	0.22%	38

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Altiora Financial Group's IWV Position: Q1 2026 in Review

Altiora Financial Group reduced its iShares Russell 3000 ETF (IWV) stake by 1.4% in Q1 2026, selling an estimated $5.42K and leaving 953 shares worth $353K. The position accounts for 0.06% of the portfolio, ranked #88.

Altiora Financial Group first reported a position in IWV in Q4 2022 and has held it in 14 quarters since. The position peaked at $500K in Q2 2023. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Altiora Financial Group held 953 shares of iShares Russell 3000 ETF worth $353K as of Q1 2026.
Altiora Financial Group sold 14 iShares Russell 3000 ETF shares in Q1 2026, an estimated $5.42K.
iShares Russell 3000 ETF made up 0.06% of Altiora Financial Group's portfolio in Q1 2026, its #88 holding.
Altiora Financial Group first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 14 quarters since.
Altiora Financial Group's iShares Russell 3000 ETF position peaked at $500K in Q2 2023.
867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.