Arax Advisory Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Arax Advisory 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 Q2	$14.7M	Buy	34,374 +32,354	+1,602%	+$13.3M	0.1%	222
2026 Q1	$749K	Sell	2,020 -89	-4%	-$34.4K	0.02%	506
2025 Q4	$816K	Buy	+2,109	New	+$809K	0.02%	433
2025 Q3	–	Sell	-3,716	Closed	-$1.3M	–	3979
2025 Q2	$1.3M	Buy	+3,716	New	+$1.21M	0.06%	208
2018 Q3	–	Sell	-72	Closed	-$11K	–	671
2018 Q2	$11K	Hold	72	–	–	﹤0.01%	337
2018 Q1	$11K	Hold	72	–	–	0.01%	321
2017 Q4	$11K	Hold	72	–	–	﹤0.01%	321
2017 Q3	$10K	Hold	72	–	–	﹤0.01%	329
2017 Q2	$10K	Hold	72	–	–	﹤0.01%	351
2017 Q1	$10K	Hold	72	–	–	﹤0.01%	331
2016 Q4	$10K	Buy	+72	New	+$9.33K	0.01%	326

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

Arax Advisory Partners's IWV Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares Russell 3000 ETF (IWV) stake by 1,602% in Q2 2026, buying an estimated $13.3M and bringing the position to 34,374 shares worth $14.7M. The position accounts for 0.1% of the portfolio, ranked #222.

Arax Advisory Partners first reported a position in IWV in Q4 2016 and has held it in 11 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Arax Advisory Partners held 34,374 shares of iShares Russell 3000 ETF worth $14.7M as of Q2 2026.
Arax Advisory Partners bought 32,354 iShares Russell 3000 ETF shares in Q2 2026, an estimated $13.3M.
iShares Russell 3000 ETF made up 0.1% of Arax Advisory Partners's portfolio in Q2 2026, its #222 holding.
Arax Advisory Partners first reported a position in iShares Russell 3000 ETF in Q4 2016 and has held it in 11 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.