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

Auxano 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	$209K	Sell	490 -176	-26%	-$72.5K	0.04%	198
2026 Q1	$247K	Sell	666 -60	-8%	-$23.2K	0.05%	173
2025 Q4	$281K	Sell	726 -9	-1%	-$3.45K	0.06%	158
2025 Q3	$278K	Hold	735	–	–	0.06%	140
2025 Q2	$258K	Hold	735	–	–	0.06%	141
2025 Q1	$233K	Buy	735 +6	+0.8%	+$2.01K	0.06%	146
2024 Q4	$244K	Sell	729 -13	-2%	-$4.38K	0.06%	146
2024 Q3	$242K	Hold	742	–	–	0.06%	143
2024 Q2	$229K	Buy	742 +8	+1%	+$2.39K	0.06%	138
2024 Q1	$220K	Hold	734	–	–	0.06%	140
2023 Q4	$201K	Buy	+734	New	+$187K	0.07%	128
2022 Q2	–	Sell	-784	Closed	-$206K	–	86
2022 Q1	$206K	Sell	784 -10	-1%	-$2.59K	0.09%	77
2021 Q4	$220K	Sell	794 -20	-2%	-$5.42K	0.1%	69
2021 Q3	$207K	Hold	814	–	–	0.09%	62
2021 Q2	$208K	Buy	+814	New	+$203K	0.1%	64

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

Auxano Advisors's IWV Position: Q2 2026 in Review

Auxano Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 26% in Q2 2026, selling an estimated $72.5K and leaving 490 shares worth $209K. The position accounts for 0.04% of the portfolio, ranked #198.

Auxano Advisors first reported a position in IWV in Q2 2021 and has held it in 15 quarters since. The position peaked at $281K in Q4 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Auxano Advisors held 490 shares of iShares Russell 3000 ETF worth $209K as of Q2 2026.
Auxano Advisors sold 176 iShares Russell 3000 ETF shares in Q2 2026, an estimated $72.5K.
iShares Russell 3000 ETF made up 0.04% of Auxano Advisors's portfolio in Q2 2026, its #198 holding.
Auxano Advisors first reported a position in iShares Russell 3000 ETF in Q2 2021 and has held it in 15 quarters since.
Auxano Advisors's iShares Russell 3000 ETF position peaked at $281K in Q4 2025.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Auxano Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.