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

Beaird Harris 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	–	Sell	-504	Closed	-$187K	–	732
2026 Q1	$187K	Hold	504	–	–	0.01%	137
2025 Q4	$195K	Hold	504	–	–	0.01%	133
2025 Q3	$191K	Hold	504	–	–	0.01%	130
2025 Q2	$177K	Hold	504	–	–	0.01%	136
2025 Q1	$160K	Buy	+504	New	+$169K	0.01%	134
2024 Q3	–	Sell	-81	Closed	-$25K	–	625
2024 Q2	$25K	Hold	81	–	–	﹤0.01%	283
2024 Q1	$24.3K	Buy	+81	New	+$23.1K	﹤0.01%	261

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

Beaird Harris Wealth Management's IWV Position: Q2 2026 in Review

Beaird Harris Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q2 2026, closing a stake of 504 shares — an estimated $187K sold.

Beaird Harris Wealth Management first reported a position in IWV in Q1 2024 and held it in 7 quarters. The position peaked at $195K in Q4 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Beaird Harris Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q2 2026 after selling out during the quarter.
Beaird Harris Wealth Management sold 504 iShares Russell 3000 ETF shares in Q2 2026, an estimated $187K.
Beaird Harris Wealth Management first reported a position in iShares Russell 3000 ETF in Q1 2024 and held it in 7 quarters.
Beaird Harris Wealth Management's iShares Russell 3000 ETF position peaked at $195K in Q4 2025.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.