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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
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 – 3980
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

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return