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BostonPremier Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

BostonPremier 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
Q1 		$236K Buy
638
+2
+0.3% +$774 0.12% 62
2025
Q4 		$246K Buy
636
+1
+0.2% +$384 0.13% 57
2025
Q3 		$240K Sell
635
-1,247
-66% -$455K 0.12% 64
2025
Q2 		$660K Buy
1,882
+5
+0.3% +$1.62K 0.37% 24
2025
Q1 		$596K Buy
1,877
+5
+0.3% +$1.68K 0.37% 22
2024
Q4 		$626K Buy
+1,872
New +$630K 0.38% 25

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return