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American Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

American Financial 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 		– Sell
-545
Closed -$202K – 172
2026
Q1 		$202K Buy
545
+1
+0.2% +$387 0.03% 156
2025
Q4 		$211K Buy
544
+1
+0.2% +$384 0.03% 150
2025
Q3 		$206K Buy
+543
New +$198K 0.03% 155
2024
Q2 		– Sell
-744
Closed -$223K – 150
2024
Q1 		$223K Buy
744
+1
+0.1% +$285 0.03% 138
2023
Q4 		$203K Buy
+743
New +$189K 0.03% 138
2022
Q1 		– Sell
-724
Closed -$201K – 138
2021
Q4 		$201K Buy
+724
New +$196K 0.03% 131

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

American Financial Advisors's IWV Position: Q2 2026 in Review

American Financial Advisors sold out of iShares Russell 3000 ETF (IWV) in Q2 2026, closing a stake of 545 shares — an estimated $202K sold.

American Financial Advisors first reported a position in IWV in Q4 2021 and held it in 6 quarters. The position peaked at $223K in Q1 2024. 913 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • American Financial Advisors reported no remaining iShares Russell 3000 ETF position as of Q2 2026 after selling out during the quarter.
  • American Financial Advisors sold 545 iShares Russell 3000 ETF shares in Q2 2026, an estimated $202K.
  • American Financial Advisors first reported a position in iShares Russell 3000 ETF in Q4 2021 and held it in 6 quarters.
  • American Financial Advisors's iShares Russell 3000 ETF position peaked at $223K in Q1 2024.
  • 913 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.