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Badgley Phelps Wealth Managers’s iShares Russell 3000 ETF IWV Stock Holding History

Badgley Phelps Wealth Managers’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 		$3.02M Sell
7,088
-271
-4% -$112K 0.05% 154
2026
Q1 		$2.73M Buy
7,359
+583
+9% +$226K 0.05% 155
2025
Q4 		$2.62M Buy
6,776
+167
+3% +$64.1K 0.05% 161
2025
Q3 		$2.5M Buy
6,609
+145
+2% +$52.9K 0.05% 149
2025
Q2 		$2.27M Buy
6,464
+360
+6% +$117K 0.05% 151
2025
Q1 		$1.94M Buy
6,104
+552
+10% +$185K 0.05% 153
2024
Q4 		$1.86M Buy
5,552
+268
+5% +$90.2K 0.04% 150
2024
Q3 		$1.73M Buy
5,284
+39
+0.7% +$12.3K 0.04% 153
2024
Q2 		$1.62M Buy
5,245
+136
+3% +$40.6K 0.04% 147
2024
Q1 		$1.53M Buy
5,109
+468
+10% +$134K 0.04% 148
2023
Q4 		$1.27M Buy
4,641
+65
+1% +$16.6K 0.03% 151
2023
Q3 		$1.12M Buy
4,576
+7
+0.2% +$1.79K 0.04% 144
2023
Q2 		$1.16M Buy
4,569
+793
+21% +$191K 0.04% 142
2023
Q1 		$889K Sell
3,776
-246
-6% -$56.8K 0.03% 132
2022
Q4 		$888K Buy
4,022
+735
+22% +$163K 0.04% 133
2022
Q3 		$681K Buy
3,287
+214
+7% +$49.2K 0.03% 129
2022
Q2 		$668K Buy
3,073
+26
+0.9% +$6.16K 0.03% 133
2022
Q1 		$799K Sell
3,047
-1,064
-26% -$275K 0.03% 138
2021
Q4 		$1.14M Buy
4,111
+772
+23% +$209K 0.04% 129
2021
Q3 		$851K Buy
+3,339
New +$874K 0.03% 136

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

Badgley Phelps Wealth Managers's IWV Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its iShares Russell 3000 ETF (IWV) stake by 3.7% in Q2 2026, selling an estimated $112K and leaving 7,088 shares worth $3.02M. The position accounts for 0.05% of the portfolio, ranked #154.

Badgley Phelps Wealth Managers first reported a position in IWV in Q3 2021 and has held it in 20 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Badgley Phelps Wealth Managers held 7,088 shares of iShares Russell 3000 ETF worth $3.02M as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 271 iShares Russell 3000 ETF shares in Q2 2026, an estimated $112K.
  • iShares Russell 3000 ETF made up 0.05% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #154 holding.
  • Badgley Phelps Wealth Managers first reported a position in iShares Russell 3000 ETF in Q3 2021 and has held it in 20 quarters since.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.