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Avant Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Avant Financial 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 		$2.88M Buy
6,764
+282
+4% +$116K 1.8% 20
2026
Q1 		$2.4M Buy
6,482
+644
+11% +$249K 1.69% 20
2025
Q4 		$2.26M Buy
5,838
+126
+2% +$48.4K 1.62% 20
2025
Q3 		$2.16M Sell
5,712
-143
-2% -$52.1K 1.63% 21
2025
Q2 		$2.06M Buy
5,855
+728
+14% +$236K 1.69% 21
2025
Q1 		$1.63M Buy
5,127
+170
+3% +$57K 1.48% 22
2024
Q4 		$1.66M Buy
+4,957
New +$1.67M 1.52% 21

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

Avant Financial Advisors's IWV Position: Q2 2026 in Review

Avant Financial Advisors increased its iShares Russell 3000 ETF (IWV) stake by 4.4% in Q2 2026, buying an estimated $116K and bringing the position to 6,764 shares worth $2.88M. The position accounts for 1.8% of the portfolio, ranked #20.

Avant Financial Advisors first reported a position in IWV in Q4 2024 and has held it in 7 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Avant Financial Advisors held 6,764 shares of iShares Russell 3000 ETF worth $2.88M as of Q2 2026.
  • Avant Financial Advisors bought 282 iShares Russell 3000 ETF shares in Q2 2026, an estimated $116K.
  • iShares Russell 3000 ETF made up 1.8% of Avant Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • Avant Financial Advisors first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.