Bradley & Co Private Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Bradley & Co Private 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	$705K	Hold	1,653	–	–	0.34%	31
2026 Q1	$613K	Hold	1,653	–	–	0.32%	31
2025 Q4	$639K	Buy	1,653 +96	+6%	+$36.8K	0.34%	25
2025 Q3	$590K	Hold	1,557	–	–	0.33%	24
2025 Q2	$547K	Hold	1,557	–	–	0.33%	26
2025 Q1	$495K	Hold	1,557	–	–	0.34%	25
2024 Q4	$520K	Buy	+1,557	New	+$524K	0.32%	23
2024 Q2	$481K	Hold	1,557	–	–	0.36%	24
2024 Q1	$467K	Hold	1,557	–	–	0.38%	27
2023 Q4	$426K	Hold	1,557	–	–	0.39%	23
2023 Q3	$382K	Hold	1,557	–	–	0.4%	24
2023 Q2	$396K	Hold	1,557	–	–	0.39%	24
2023 Q1	$367K	Hold	1,557	–	–	0.4%	24
2022 Q4	$344K	Hold	1,557	–	–	0.42%	26
2022 Q3	$322K	Hold	1,557	–	–	0.38%	28
2022 Q2	$338K	Hold	1,557	–	–	0.37%	31
2022 Q1	$409K	Hold	1,557	–	–	0.35%	33
2021 Q4	$432K	Hold	1,557	–	–	0.35%	36
2021 Q3	$397K	Hold	1,557	–	–	0.34%	37
2021 Q2	$398K	Hold	1,557	–	–	0.35%	38
2021 Q1	$369K	Buy	+1,557	New	+$362K	0.34%	41

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

Bradley & Co Private Wealth Management's IWV Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,653 shares worth $705K. The position accounts for 0.34% of the portfolio, ranked #31.

Bradley & Co Private Wealth Management first reported a position in IWV in Q1 2021 and has held it in 21 quarters since. 911 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Bradley & Co Private Wealth Management held 1,653 shares of iShares Russell 3000 ETF worth $705K as of Q2 2026.
Bradley & Co Private Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.34% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #31 holding.
Bradley & Co Private Wealth Management first reported a position in iShares Russell 3000 ETF in Q1 2021 and has held it in 21 quarters since.
911 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.