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Capital Performance Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Capital Performance Advisors’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 		$298K Buy
698
+125
+22% +$51.5K 0.02% 230
2026
Q1 		$212K Sell
573
-125
-18% -$48.4K 0.01% 428
2025
Q4 		$270K Buy
698
+125
+22% +$48K 0.02% 338
2025
Q3 		$217K Hold
573
– – 0.04% 297
2025
Q2 		$201K Buy
+573
New +$186K 0.04% 253
2024
Q4 		– Sell
-573
Closed -$187K – 1411
2024
Q3 		$187K Buy
+573
New +$180K 0.06% 114

Other funds holding IWV

Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Performance Advisors's IWV Position: Q2 2026 in Review

Capital Performance Advisors increased its iShares Russell 3000 ETF (IWV) stake by 22% in Q2 2026, buying an estimated $51.5K and bringing the position to 698 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #230.

Capital Performance Advisors first reported a position in IWV in Q3 2024 and has held it in 6 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Capital Performance Advisors held 698 shares of iShares Russell 3000 ETF worth $298K as of Q2 2026.
  • Capital Performance Advisors bought 125 iShares Russell 3000 ETF shares in Q2 2026, an estimated $51.5K.
  • iShares Russell 3000 ETF made up 0.02% of Capital Performance Advisors's portfolio in Q2 2026, its #230 holding.
  • Capital Performance Advisors first reported a position in iShares Russell 3000 ETF in Q3 2024 and has held it in 6 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.