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

Arkadios 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
Q1 		$296K Buy
799
+9
+1% +$3.48K ﹤0.01% 1365
2025
Q4 		$306K Buy
+790
New +$303K 0.01% 1243

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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 $1.56T AUM 27.86% 1-Year Est. Return

Arkadios Wealth Advisors's IWV Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its iShares Russell 3000 ETF (IWV) stake by 1.1% in Q1 2026, buying an estimated $3.48K and bringing the position to 799 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Arkadios Wealth Advisors first reported a position in IWV in Q4 2025 and has held it in 2 quarters since. The position peaked at $306K in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Arkadios Wealth Advisors held 799 shares of iShares Russell 3000 ETF worth $296K as of Q1 2026.
  • Arkadios Wealth Advisors bought 9 iShares Russell 3000 ETF shares in Q1 2026, an estimated $3.48K.
  • iShares Russell 3000 ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1365 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 2 quarters since.
  • Arkadios Wealth Advisors's iShares Russell 3000 ETF position peaked at $306K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.