Apollon Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Apollon Wealth Management’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	$232K	Sell	545 -37	-6%	-$15.2K	﹤0.01%	1417
2026 Q1	$216K	Buy	582 +1	+0.2%	+$387	﹤0.01%	1283
2025 Q4	$225K	Hold	581	–	–	﹤0.01%	1186
2025 Q3	$220K	Buy	581 +1	+0.2%	+$365	﹤0.01%	1186
2025 Q2	$204K	Buy	+580	New	+$188K	﹤0.01%	1171
2024 Q3	–	Sell	-779	Closed	-$241K	–	1155
2024 Q2	$241K	Buy	779 +16	+2%	+$4.78K	0.01%	937
2024 Q1	$229K	Sell	763 -16	-2%	-$4.56K	0.01%	985
2023 Q4	$213K	Buy	+779	New	+$199K	0.01%	980
2023 Q2	–	Sell	-1,059	Closed	-$249K	–	973
2023 Q1	$249K	Buy	+1,059	New	+$244K	0.02%	731
2020 Q3	–	Sell	-135	Closed	-$24K	–	423
2020 Q2	$24K	Buy	+135	New	+$22.9K	0.01%	341

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

Apollon Wealth Management's IWV Position: Q2 2026 in Review

Apollon Wealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 6.4% in Q2 2026, selling an estimated $15.2K and leaving 545 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Apollon Wealth Management first reported a position in IWV in Q2 2020 and has held it in 10 quarters since. The position peaked at $249K in Q1 2023. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Apollon Wealth Management held 545 shares of iShares Russell 3000 ETF worth $232K as of Q2 2026.
Apollon Wealth Management sold 37 iShares Russell 3000 ETF shares in Q2 2026, an estimated $15.2K.
iShares Russell 3000 ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1417 holding.
Apollon Wealth Management first reported a position in iShares Russell 3000 ETF in Q2 2020 and has held it in 10 quarters since.
Apollon Wealth Management's iShares Russell 3000 ETF position peaked at $249K in Q1 2023.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.