APW
IWV icon

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

Aventura 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 		$49.5K Buy
116
+115
+11,500% +$47.4K 0.02% 349
2026
Q1 		$371 Hold
1
– – ﹤0.01% 861
2025
Q4 		$387 Hold
1
– – ﹤0.01% 808
2025
Q3 		$379 Hold
1
– – ﹤0.01% 771
2025
Q2 		$351 Hold
1
– – ﹤0.01% 740
2025
Q1 		$318 Hold
1
– – ﹤0.01% 747
2024
Q4 		$334 Buy
+1
New +$337 ﹤0.01% 713

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

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

Aventura Private Wealth increased its iShares Russell 3000 ETF (IWV) stake by 11,500% in Q2 2026, buying an estimated $47.4K and bringing the position to 116 shares worth $49.5K. The position accounts for 0.02% of the portfolio, ranked #349.

Aventura Private Wealth first reported a position in IWV in Q4 2024 and has held it in 7 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Aventura Private Wealth held 116 shares of iShares Russell 3000 ETF worth $49.5K as of Q2 2026.
  • Aventura Private Wealth bought 115 iShares Russell 3000 ETF shares in Q2 2026, an estimated $47.4K.
  • iShares Russell 3000 ETF made up 0.02% of Aventura Private Wealth's portfolio in Q2 2026, its #349 holding.
  • Aventura Private Wealth first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.