Benjamin Edwards Inc’s iShares Russell 3000 ETF IWV Stock Holding History

Benjamin Edwards Inc’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	$576K	Sell	1,352 -45	-3%	-$18.5K	0.01%	1001
2026 Q1	$518K	Sell	1,397 -109	-7%	-$42.2K	0.01%	987
2025 Q4	$583K	Buy	1,506 +72	+5%	+$27.6K	0.01%	903
2025 Q3	$543K	Hold	1,434	–	–	0.01%	908
2025 Q2	$503K	Buy	1,434 +658	+85%	+$214K	0.01%	847
2025 Q1	$246K	Sell	776 -2,645	-77%	-$887K	﹤0.01%	986
2024 Q4	$1.14M	Sell	3,421 -61	-2%	-$20.5K	0.02%	569
2024 Q3	$1.14M	Buy	+3,482	New	+$1.1M	0.02%	562

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

Benjamin Edwards Inc's IWV Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its iShares Russell 3000 ETF (IWV) stake by 3.2% in Q2 2026, selling an estimated $18.5K and leaving 1,352 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #1001.

Benjamin Edwards Inc first reported a position in IWV in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.14M in Q4 2024. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Benjamin Edwards Inc held 1,352 shares of iShares Russell 3000 ETF worth $576K as of Q2 2026.
Benjamin Edwards Inc sold 45 iShares Russell 3000 ETF shares in Q2 2026, an estimated $18.5K.
iShares Russell 3000 ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1001 holding.
Benjamin Edwards Inc first reported a position in iShares Russell 3000 ETF in Q3 2024 and has held it in 8 quarters since.
Benjamin Edwards Inc's iShares Russell 3000 ETF position peaked at $1.14M in Q4 2024.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.