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 Q2	$60.3K	Hold	141	–	–	0.04%	114
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

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

Atlantic Private Wealth's IWV Position: Q2 2026 in Review

Atlantic Private Wealth held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 141 shares worth $60.3K. The position accounts for 0.04% of the portfolio, ranked #114.

Atlantic Private Wealth first reported a position in IWV in Q1 2023 and has held it in 14 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Atlantic Private Wealth held 141 shares of iShares Russell 3000 ETF worth $60.3K as of Q2 2026.
Atlantic Private Wealth left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.04% of Atlantic Private Wealth's portfolio in Q2 2026, its #114 holding.
Atlantic Private Wealth first reported a position in iShares Russell 3000 ETF in Q1 2023 and has held it in 14 quarters since.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.