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Centurion Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Centurion 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 		– Sell
-700
Closed -$259K – 304
2026
Q1 		$259K Hold
700
– – 0.06% 261
2025
Q4 		$271K Hold
700
– – 0.06% 252
2025
Q3 		$265K Hold
700
– – 0.06% 244
2025
Q2 		$246K Buy
+700
New +$227K 0.07% 199

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

Centurion Wealth Management's IWV Position: Q2 2026 in Review

Centurion Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q2 2026, closing a stake of 700 shares — an estimated $259K sold.

Centurion Wealth Management first reported a position in IWV in Q2 2025 and held it in 4 quarters. The position peaked at $271K in Q4 2025. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Centurion Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q2 2026 after selling out during the quarter.
  • Centurion Wealth Management sold 700 iShares Russell 3000 ETF shares in Q2 2026, an estimated $259K.
  • Centurion Wealth Management first reported a position in iShares Russell 3000 ETF in Q2 2025 and held it in 4 quarters.
  • Centurion Wealth Management's iShares Russell 3000 ETF position peaked at $271K in Q4 2025.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.