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

Bravera 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	–	Sell	-3,068	Closed	-$1.14M	–	386
2026 Q1	$1.14M	Buy	+3,068	New	+$1.19M	0.51%	38

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

Bravera Wealth's IWV Position: Q2 2026 in Review

Bravera Wealth sold out of iShares Russell 3000 ETF (IWV) in Q2 2026, closing a stake of 3,068 shares — an estimated $1.14M sold.

Bravera Wealth first reported a position in IWV in Q1 2026 and held it in 1 quarter. The position peaked at $1.14M in Q1 2026. 909 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Bravera Wealth reported no remaining iShares Russell 3000 ETF position as of Q2 2026 after selling out during the quarter.
Bravera Wealth sold 3,068 iShares Russell 3000 ETF shares in Q2 2026, an estimated $1.14M.
Bravera Wealth first reported a position in iShares Russell 3000 ETF in Q1 2026 and held it in 1 quarter.
Bravera Wealth's iShares Russell 3000 ETF position peaked at $1.14M in Q1 2026.
909 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.