Atlantic Private Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

Atlantic Private Wealth’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	$52.3K	Hold	141	–	–	0.03%	127
2025 Q4	$54.5K	Buy	141 +1	+0.7%	+$384	0.03%	115
2025 Q3	$53.2K	Hold	140	–	–	0.03%	101
2025 Q2	$49.2K	Hold	140	–	–	0.03%	106
2025 Q1	$44.4K	Buy	140 +1	+0.7%	+$335	0.03%	119
2024 Q4	$46.6K	Buy	139 +1	+0.7%	+$337	0.04%	94
2024 Q3	$45.4K	Sell	138 -1	-0.7%	-$315	0.03%	89
2024 Q2	$42.8K	Buy	139 +1	+0.7%	+$298	0.03%	68
2024 Q1	$41.5K	Hold	138	–	–	0.03%	71
2023 Q4	$37.7K	Buy	138 +1	+0.7%	+$255	0.03%	72
2023 Q3	$33.5K	Hold	137	–	–	0.03%	65
2023 Q2	$34.8K	Buy	137 +1	+0.7%	+$240	0.04%	66
2023 Q1	$32.1K	Buy	+136	New	+$31.4K	0.03%	58

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Atlantic Private Wealth's IWV Position: Q1 2026 in Review

Atlantic Private Wealth held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 141 shares worth $52.3K. The position accounts for 0.03% of the portfolio, ranked #127.

Atlantic Private Wealth first reported a position in IWV in Q1 2023 and has held it in 13 quarters since. The position peaked at $54.5K in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Atlantic Private Wealth held 141 shares of iShares Russell 3000 ETF worth $52.3K as of Q1 2026.
Atlantic Private Wealth left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.03% of Atlantic Private Wealth's portfolio in Q1 2026, its #127 holding.
Atlantic Private Wealth first reported a position in iShares Russell 3000 ETF in Q1 2023 and has held it in 13 quarters since.
Atlantic Private Wealth's iShares Russell 3000 ETF position peaked at $54.5K in Q4 2025.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.