Aptus Capital Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Aptus Capital 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	$2.48M	Buy	5,812 +8	+0.1%	+$3.3K	0.02%	475
2026 Q1	$2.15M	Buy	5,804 +85	+1%	+$32.9K	0.02%	465
2025 Q4	$2.21M	Buy	5,719 +60	+1%	+$23K	0.02%	427
2025 Q3	$2.14M	Sell	5,659 -3	-0.1%	-$1.09K	0.02%	422
2025 Q2	$1.99M	Buy	5,662 +4	+0.1%	+$1.3K	0.02%	417
2025 Q1	$1.8M	Sell	5,658 -1	-0%	-$335	0.02%	413
2024 Q4	$1.89M	Buy	5,659 +402	+8%	+$135K	0.02%	403
2024 Q3	$1.72M	Buy	5,257 +7	+0.1%	+$2.2K	0.03%	332
2024 Q2	$1.62M	Hold	5,250	–	–	0.03%	320
2024 Q1	$1.58M	Buy	5,250 +4,747	+944%	+$1.35M	0.03%	331
2023 Q4	$138K	Sell	503 -198	-28%	-$50.5K	﹤0.01%	589
2023 Q3	$172K	Sell	701 -370	-35%	-$94.5K	﹤0.01%	579
2023 Q2	$273K	Sell	1,071 -90	-8%	-$21.6K	0.01%	424
2023 Q1	$273K	Buy	+1,161	New	+$268K	0.01%	411

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

Aptus Capital Advisors's IWV Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Russell 3000 ETF (IWV) stake by 0.14% in Q2 2026, buying an estimated $3.3K and bringing the position to 5,812 shares worth $2.48M. The position accounts for 0.02% of the portfolio, ranked #475.

Aptus Capital Advisors first reported a position in IWV in Q1 2023 and has held it in 14 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Aptus Capital Advisors held 5,812 shares of iShares Russell 3000 ETF worth $2.48M as of Q2 2026.
Aptus Capital Advisors bought 8 iShares Russell 3000 ETF shares in Q2 2026, an estimated $3.3K.
iShares Russell 3000 ETF made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #475 holding.
Aptus Capital Advisors first reported a position in iShares Russell 3000 ETF in Q1 2023 and has held it in 14 quarters since.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.