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Avior Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Avior Wealth Management’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 		$218K Buy
+511
New +$211K 0.01% 737
2025
Q1 		– Sell
-127
Closed -$42.6K – 1544
2024
Q4 		$42.6K Buy
127
+71
+127% +$23.9K ﹤0.01% 1196
2024
Q3 		$18.4K Hold
56
– – ﹤0.01% 1391
2024
Q2 		$17.4K Sell
56
-107
-66% -$31.9K ﹤0.01% 1374
2024
Q1 		$48.9K Buy
163
+113
+226% +$32.2K ﹤0.01% 1242
2023
Q4 		$13.7K Hold
50
– – ﹤0.01% 941
2023
Q3 		$12.3K Hold
50
– – ﹤0.01% 1013
2023
Q2 		$12.7K Hold
50
– – ﹤0.01% 989
2023
Q1 		$11.8K Hold
50
– – ﹤0.01% 1028
2022
Q4 		$11K Hold
50
– – ﹤0.01% 839
2022
Q3 		$10K Buy
50
+45
+900% +$10.4K ﹤0.01% 849
2022
Q2 		$1K Sell
5
-2
-29% -$474 ﹤0.01% 999
2022
Q1 		$1K Hold
7
– – ﹤0.01% 1037
2021
Q4 		$1K Hold
7
– – ﹤0.01% 1028
2021
Q3 		$1K Buy
7
+2
+40% +$524 ﹤0.01% 1002
2021
Q2 		$1K Buy
+5
New +$1.25K ﹤0.01% 973

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

Avior Wealth Management's IWV Position: Q2 2026 in Review

Avior Wealth Management opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 511 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #737 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in IWV as recently as Q4 2024.

Avior Wealth Management first reported a position in IWV in Q2 2021 and has held it in 16 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Avior Wealth Management held 511 shares of iShares Russell 3000 ETF worth $218K as of Q2 2026.
  • iShares Russell 3000 ETF was a new Avior Wealth Management position in Q2 2026.
  • iShares Russell 3000 ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #737 holding.
  • Avior Wealth Management first reported a position in iShares Russell 3000 ETF in Q2 2021 and has held it in 16 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.