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Ashford Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Ashford 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 		$675K Hold
1,583
– – 0.14% 15
2026
Q1 		$587K Hold
1,583
– – 0.14% 15
2025
Q4 		$612K Sell
1,583
-265
-14% -$102K 0.13% 13
2025
Q3 		$700K Sell
1,848
-4,294
-70% -$1.57M 0.15% 13
2025
Q2 		$388K Buy
6,142
+4,294
+232% +$1.39M 0.09% 18
2025
Q1 		$587K Hold
1,848
– – 0.15% 14
2024
Q4 		$618K Sell
1,848
-90
-5% -$30.3K 0.14% 12
2024
Q3 		$633K Sell
1,938
-95
-5% -$29.9K 0.15% 12
2024
Q2 		$628K Hold
2,033
– – 0.15% 12
2024
Q1 		$610K Hold
2,033
– – 0.15% 12
2023
Q4 		$557K Sell
2,033
-120
-6% -$30.6K 0.15% 13
2023
Q3 		$528K Sell
2,153
-120
-5% -$30.7K 0.17% 13
2023
Q2 		$578K Hold
2,273
– – 0.17% 12
2023
Q1 		$535K Hold
2,273
– – 0.17% 13
2022
Q4 		$502K Sell
2,273
-140
-6% -$31.1K 0.17% 13
2022
Q3 		$500K Hold
2,413
– – 0.19% 12
2022
Q2 		$525K Hold
2,413
– – 0.18% 12
2022
Q1 		$633K Hold
2,413
– – 0.21% 9
2021
Q4 		$670K Sell
2,413
-5,964
-71% -$1.62M 0.22% 9
2021
Q3 		$2.13M Hold
8,377
– – 0.78% 7
2021
Q2 		$2.14M Sell
8,377
-83
-1% -$20.7K 0.81% 7
2021
Q1 		$2.01M Hold
8,460
– – 0.88% 5
2020
Q4 		$1.89M Buy
+8,460
New +$1.78M 1.14% 4

Other funds holding IWV

Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ashford Advisors's IWV Position: Q2 2026 in Review

Ashford Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,583 shares worth $675K. The position accounts for 0.14% of the portfolio, ranked #15.

Ashford Advisors first reported a position in IWV in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.14M in Q2 2021. 905 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Ashford Advisors held 1,583 shares of iShares Russell 3000 ETF worth $675K as of Q2 2026.
  • Ashford Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.14% of Ashford Advisors's portfolio in Q2 2026, its #15 holding.
  • Ashford Advisors first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 23 quarters since.
  • Ashford Advisors's iShares Russell 3000 ETF position peaked at $2.14M in Q2 2021.
  • 905 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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