Baltimore-Washington Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Baltimore-Washington 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	$248K	Buy	+582	New	+$240K	0.01%	188

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

Baltimore-Washington Financial Advisors's IWV Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 582 shares worth $248K. The stake represents 0.01% of the portfolio and ranks #188 among its holdings.

906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Baltimore-Washington Financial Advisors held 582 shares of iShares Russell 3000 ETF worth $248K as of Q2 2026.
iShares Russell 3000 ETF was a new Baltimore-Washington Financial Advisors position in Q2 2026.
iShares Russell 3000 ETF made up 0.01% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #188 holding.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.