Anchyra Partners
IWV icon

Anchyra Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Anchyra Partners’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
Q3 		$8.96M Buy
20,759
+770
+4% +$333K 1.88% 8
2026
Q2 		$8.52M Buy
19,989
+1,532
+8% +$631K 2.05% 6
2026
Q1 		$6.84M Buy
18,457
+5,791
+46% +$2.24M 2.08% 7
2025
Q4 		$4.9M Buy
+12,666
New +$4.86M 1.5% 10

Other funds holding IWV

American Family Investments
American Family Investments Madison, Wisconsin $6.41B AUM 0.75% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pitcairn Wealth Advisors
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $901M AUM 8.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Anchyra Partners's IWV Position: Q3 2026 in Review

Anchyra Partners increased its iShares Russell 3000 ETF (IWV) stake by 3.9% in Q3 2026, buying an estimated $333K and bringing the position to 20,759 shares worth $8.96M. The position accounts for 1.88% of the portfolio, ranked #8.

Anchyra Partners first reported a position in IWV in Q4 2025 and has held it in 4 quarters since. 791 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • Anchyra Partners held 20,759 shares of iShares Russell 3000 ETF worth $8.96M as of Q3 2026.
  • Anchyra Partners bought 770 iShares Russell 3000 ETF shares in Q3 2026, an estimated $333K.
  • iShares Russell 3000 ETF made up 1.88% of Anchyra Partners's portfolio in Q3 2026, its #8 holding.
  • Anchyra Partners first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 4 quarters since.
  • 791 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Anchyra Partners's 13F filing for Q3 2026, filed 13 Oct 2026.