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 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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Bradley & Co Private Wealth Management's IWV Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 1,653 shares worth $613K. The position accounts for 0.32% of the portfolio, ranked #31.

Bradley & Co Private Wealth Management first reported a position in IWV in Q1 2021 and has held it in 20 quarters since. The position peaked at $639K in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Bradley & Co Private Wealth Management held 1,653 shares of iShares Russell 3000 ETF worth $613K as of Q1 2026.
Bradley & Co Private Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.32% of Bradley & Co Private Wealth Management's portfolio in Q1 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 20 quarters since.
Bradley & Co Private Wealth Management's iShares Russell 3000 ETF position peaked at $639K in Q4 2025.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.