Cardiff Park Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Cardiff Park 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	$23.4K	Hold	55	–	–	﹤0.01%	333
2026 Q1	$20.4K	Hold	55	–	–	﹤0.01%	346
2025 Q4	$21.2K	Hold	55	–	–	﹤0.01%	327
2025 Q3	$20.7K	Hold	55	–	–	﹤0.01%	352
2025 Q2	$19.1K	Sell	55 -54	-50%	-$17.5K	﹤0.01%	328
2025 Q1	$34.6K	Hold	109	–	–	﹤0.01%	314
2024 Q4	$36.3K	Buy	109 +1	+0.9%	+$337	﹤0.01%	307
2024 Q3	$35.4K	Hold	108	–	–	﹤0.01%	308
2024 Q2	$33.4K	Hold	108	–	–	﹤0.01%	299
2024 Q1	$32.3K	Hold	108	–	–	﹤0.01%	320
2023 Q4	$29.4K	Buy	108 +1	+0.9%	+$255	﹤0.01%	304
2023 Q3	$26.1K	Hold	107	–	–	﹤0.01%	288
2023 Q2	$27.1K	Buy	107 +1	+0.9%	+$240	﹤0.01%	299
2023 Q1	$25K	Hold	106	–	–	﹤0.01%	291
2022 Q4	$23.4K	Buy	+106	New	+$23.6K	﹤0.01%	293

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

Cardiff Park Advisors's IWV Position: Q2 2026 in Review

Cardiff Park Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 55 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Cardiff Park Advisors first reported a position in IWV in Q4 2022 and has held it in 15 quarters since. The position peaked at $36.3K in Q4 2024. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Cardiff Park Advisors held 55 shares of iShares Russell 3000 ETF worth $23.4K as of Q2 2026.
Cardiff Park Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up ﹤0.01% of Cardiff Park Advisors's portfolio in Q2 2026, its #333 holding.
Cardiff Park Advisors first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 15 quarters since.
Cardiff Park Advisors's iShares Russell 3000 ETF position peaked at $36.3K in Q4 2024.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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