Beacon Investment Advisory Services’s iShares Russell 3000 ETF IWV Stock Holding History

Beacon Investment Advisory Services’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	$331K	Hold	777	–	–	0.01%	212
2026 Q1	$288K	Hold	777	–	–	0.01%	216
2025 Q4	$301K	Hold	777	–	–	0.01%	217
2025 Q3	$294K	Hold	777	–	–	0.01%	214
2025 Q2	$273K	Hold	777	–	–	0.01%	215
2025 Q1	$247K	Buy	777 +100	+15%	+$33.5K	0.01%	215
2024 Q4	$226K	Hold	677	–	–	0.01%	234
2024 Q3	$221K	Hold	677	–	–	0.01%	239
2024 Q2	$209K	Hold	677	–	–	0.01%	250
2024 Q1	$203K	Buy	+677	New	+$193K	0.01%	256
2022 Q3	–	Sell	-947	Closed	-$206K	–	280
2022 Q2	$206K	Hold	947	–	–	0.01%	272
2022 Q1	$248K	Hold	947	–	–	0.01%	267
2021 Q4	$263K	Hold	947	–	–	0.01%	269
2021 Q3	$241K	Hold	947	–	–	0.01%	275
2021 Q2	$242K	Hold	947	–	–	0.01%	284
2021 Q1	$225K	Hold	947	–	–	0.01%	279
2020 Q4	$212K	Buy	+947	New	+$199K	0.01%	266
2019 Q1	–	Sell	-2,393	Closed	-$352K	–	243
2018 Q4	$352K	Hold	2,393	–	–	0.04%	187
2018 Q3	$412K	Hold	2,393	–	–	0.04%	171
2018 Q2	$388K	Hold	2,393	–	–	0.04%	182
2018 Q1	$374K	Buy	+2,393	New	+$387K	0.04%	185

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

Beacon Investment Advisory Services's IWV Position: Q2 2026 in Review

Beacon Investment Advisory Services held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 777 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #212.

Beacon Investment Advisory Services first reported a position in IWV in Q1 2018 and has held it in 21 quarters since. The position peaked at $412K in Q3 2018. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Beacon Investment Advisory Services held 777 shares of iShares Russell 3000 ETF worth $331K as of Q2 2026.
Beacon Investment Advisory Services left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #212 holding.
Beacon Investment Advisory Services first reported a position in iShares Russell 3000 ETF in Q1 2018 and has held it in 21 quarters since.
Beacon Investment Advisory Services's iShares Russell 3000 ETF position peaked at $412K in Q3 2018.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.