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

BCS Private 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 Q1	$1.93M	Hold	5,211	–	–	0.59%	46
2025 Q4	$2.02M	Sell	5,211 -30	-0.6%	-$11.5K	0.69%	40
2025 Q3	$1.99M	Hold	5,241	–	–	0.71%	38
2025 Q2	$1.84M	Buy	+5,241	New	+$1.7M	0.69%	38

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BCS Private Wealth Management's IWV Position: Q1 2026 in Review

BCS Private Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 5,211 shares worth $1.93M. The position accounts for 0.59% of the portfolio, ranked #46.

BCS Private Wealth Management first reported a position in IWV in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.02M in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

BCS Private Wealth Management held 5,211 shares of iShares Russell 3000 ETF worth $1.93M as of Q1 2026.
BCS Private Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.59% of BCS Private Wealth Management's portfolio in Q1 2026, its #46 holding.
BCS Private Wealth Management first reported a position in iShares Russell 3000 ETF in Q2 2025 and has held it in 4 quarters since.
BCS Private Wealth Management's iShares Russell 3000 ETF position peaked at $2.02M in Q4 2025.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.