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 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

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

Apollon Wealth Management's IWV Position: Q1 2026 in Review

Apollon Wealth Management increased its iShares Russell 3000 ETF (IWV) stake by 0.17% in Q1 2026, buying an estimated $387 and bringing the position to 582 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

Apollon Wealth Management first reported a position in IWV in Q2 2020 and has held it in 9 quarters since. The position peaked at $249K in Q1 2023. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Apollon Wealth Management held 582 shares of iShares Russell 3000 ETF worth $216K as of Q1 2026.
Apollon Wealth Management bought 1 iShares Russell 3000 ETF share in Q1 2026, an estimated $387.
iShares Russell 3000 ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1283 holding.
Apollon Wealth Management first reported a position in iShares Russell 3000 ETF in Q2 2020 and has held it in 9 quarters since.
Apollon Wealth Management's iShares Russell 3000 ETF position peaked at $249K in Q1 2023.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.