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

Bingham Private Wealth’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	$295K	Hold	691	–	–	0.2%	131
2026 Q1	$256K	Hold	691	–	–	0.2%	137
2025 Q4	$267K	Buy	+691	New	+$265K	0.23%	125
2025 Q2	$287K	Hold	819	–	–	0.27%	114
2025 Q1	$260K	Hold	819	–	–	0.27%	124
2024 Q4	$274K	Buy	+819	New	+$276K	0.29%	107

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

Bingham Private Wealth's IWV Position: Q2 2026 in Review

Bingham Private Wealth held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 691 shares worth $295K. The position accounts for 0.2% of the portfolio, ranked #131.

Bingham Private Wealth first reported a position in IWV in Q4 2024 and has held it in 6 quarters since. 909 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Bingham Private Wealth held 691 shares of iShares Russell 3000 ETF worth $295K as of Q2 2026.
Bingham Private Wealth left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.2% of Bingham Private Wealth's portfolio in Q2 2026, its #131 holding.
Bingham Private Wealth first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 6 quarters since.
909 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Bingham Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.