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 Q2	$334K	Buy	784 +146	+23%	+$60.2K	0.14%	52
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

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

BostonPremier Wealth's IWV Position: Q2 2026 in Review

BostonPremier Wealth increased its iShares Russell 3000 ETF (IWV) stake by 23% in Q2 2026, buying an estimated $60.2K and bringing the position to 784 shares worth $334K. The position accounts for 0.14% of the portfolio, ranked #52.

BostonPremier Wealth first reported a position in IWV in Q4 2024 and has held it in 7 quarters since. The position peaked at $660K in Q2 2025. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

BostonPremier Wealth held 784 shares of iShares Russell 3000 ETF worth $334K as of Q2 2026.
BostonPremier Wealth bought 146 iShares Russell 3000 ETF shares in Q2 2026, an estimated $60.2K.
iShares Russell 3000 ETF made up 0.14% of BostonPremier Wealth's portfolio in Q2 2026, its #52 holding.
BostonPremier Wealth first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
BostonPremier Wealth's iShares Russell 3000 ETF position peaked at $660K in Q2 2025.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on BostonPremier Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.