Avidian Wealth Enterprises’s iShares Russell 3000 ETF IWV Stock Holding History

Avidian Wealth Enterprises’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	$2.25M	Sell	5,280 -272	-5%	-$112K	0.06%	192
2026 Q1	$2.06M	Buy	5,552 +568	+11%	+$220K	0.07%	186
2025 Q4	$1.93M	Sell	4,984 -17	-0.3%	-$6.52K	0.07%	149
2025 Q3	$1.89M	Buy	5,001 +5	+0.1%	+$1.82K	0.07%	147
2025 Q2	$1.75M	Buy	4,996 +1,631	+48%	+$530K	0.07%	143
2025 Q1	$1.07M	Buy	3,365 +789	+31%	+$265K	0.05%	189
2024 Q4	$861K	Buy	2,576 +513	+25%	+$173K	0.04%	209
2024 Q3	$674K	Hold	2,063	–	–	0.03%	244
2024 Q2	$637K	Buy	2,063 +132	+7%	+$39.4K	0.03%	248
2024 Q1	$579K	Hold	1,931	–	–	0.03%	244
2023 Q4	$529K	Buy	1,931 +5	+0.3%	+$1.27K	0.03%	252
2023 Q3	$472K	Buy	+1,926	New	+$492K	0.03%	267

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

Avidian Wealth Enterprises's IWV Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its iShares Russell 3000 ETF (IWV) stake by 4.9% in Q2 2026, selling an estimated $112K and leaving 5,280 shares worth $2.25M. The position accounts for 0.06% of the portfolio, ranked #192.

Avidian Wealth Enterprises first reported a position in IWV in Q3 2023 and has held it in 12 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Avidian Wealth Enterprises held 5,280 shares of iShares Russell 3000 ETF worth $2.25M as of Q2 2026.
Avidian Wealth Enterprises sold 272 iShares Russell 3000 ETF shares in Q2 2026, an estimated $112K.
iShares Russell 3000 ETF made up 0.06% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #192 holding.
Avidian Wealth Enterprises first reported a position in iShares Russell 3000 ETF in Q3 2023 and has held it in 12 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.