Aquire Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Aquire Wealth 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	$5.47M	Sell	12,834 -564	-4%	-$232K	1.25%	11
2026 Q1	$4.97M	Sell	13,398 -4	-0%	-$1.55K	1.31%	12
2025 Q4	$5.18M	Sell	13,402 -418	-3%	-$160K	1.35%	11
2025 Q3	$5.24M	Sell	13,820 -61	-0.4%	-$22.2K	1.29%	12
2025 Q2	$4.87M	Sell	13,881 -9	-0.1%	-$2.92K	1.31%	12
2025 Q1	$4.41M	Buy	13,890 +19	+0.1%	+$6.37K	1.36%	10
2024 Q4	$4.64M	Sell	13,871 -633	-4%	-$213K	1.44%	10
2024 Q3	$4.74M	Sell	14,504 -504	-3%	-$159K	1.49%	10
2024 Q2	$4.63M	Sell	15,008 -67	-0.4%	-$20K	1.56%	12
2024 Q1	$4.52M	Sell	15,075 -259	-2%	-$73.9K	1.58%	12
2023 Q4	$4.2M	Sell	15,334 -896	-6%	-$228K	1.6%	13
2023 Q3	$3.98M	Sell	16,230 -2,656	-14%	-$679K	1.66%	14
2023 Q2	$4.81M	Sell	18,886 -447	-2%	-$107K	1.92%	11
2023 Q1	$4.55M	Sell	19,333 -6	-0%	-$1.39K	1.99%	12
2022 Q4	$4.27M	Sell	19,339 -985	-5%	-$219K	2.12%	13
2022 Q3	$4.21M	Sell	20,324 -734	-3%	-$169K	2.44%	14
2022 Q2	$4.58M	Buy	21,058 +3	+0%	+$710	2.67%	15
2022 Q1	$5.52M	Sell	21,055 -8	-0%	-$2.07K	2.94%	9
2021 Q4	$5.84M	Buy	+21,063	New	+$5.71M	3.06%	10

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

Aquire Wealth Advisors's IWV Position: Q2 2026 in Review

Aquire Wealth Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 4.2% in Q2 2026, selling an estimated $232K and leaving 12,834 shares worth $5.47M. The position accounts for 1.25% of the portfolio, ranked #11.

Aquire Wealth Advisors first reported a position in IWV in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.84M in Q4 2021. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Aquire Wealth Advisors held 12,834 shares of iShares Russell 3000 ETF worth $5.47M as of Q2 2026.
Aquire Wealth Advisors sold 564 iShares Russell 3000 ETF shares in Q2 2026, an estimated $232K.
iShares Russell 3000 ETF made up 1.25% of Aquire Wealth Advisors's portfolio in Q2 2026, its #11 holding.
Aquire Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 19 quarters since.
Aquire Wealth Advisors's iShares Russell 3000 ETF position peaked at $5.84M in Q4 2021.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.