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

CFG Wealth Management Services’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 		$279K Hold
813
– – 0.26% 34
2026
Q1 		$279K Hold
813
– – 0.25% 34
2025
Q4 		$315K Buy
+813
New +$312K 0.29% 32

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

CFG Wealth Management Services's IWV Position: Q2 2026 in Review

CFG Wealth Management Services held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 813 shares worth $279K. The position accounts for 0.26% of the portfolio, ranked #34.

CFG Wealth Management Services first reported a position in IWV in Q4 2025 and has held it in 3 quarters since. The position peaked at $315K in Q4 2025. 905 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • CFG Wealth Management Services held 813 shares of iShares Russell 3000 ETF worth $279K as of Q2 2026.
  • CFG Wealth Management Services left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.26% of CFG Wealth Management Services's portfolio in Q2 2026, its #34 holding.
  • CFG Wealth Management Services first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 3 quarters since.
  • CFG Wealth Management Services's iShares Russell 3000 ETF position peaked at $315K in Q4 2025.
  • 905 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.