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CM Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

CM Wealth 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 		$534K Hold
1,252
– – 0.1% 93
2026
Q1 		$464K Hold
1,252
– – 0.1% 84
2025
Q4 		$484K Sell
1,252
-19
-1% -$7.29K 0.11% 79
2025
Q3 		$482K Hold
1,271
– – 0.13% 58
2025
Q2 		$446K Sell
1,271
-1,598
-56% -$519K 0.13% 57
2025
Q1 		$911K Hold
2,869
– – 0.29% 30
2024
Q4 		$959K Hold
2,869
– – 0.31% 28
2024
Q3 		$937K Buy
2,869
+341
+13% +$107K 0.3% 29
2024
Q2 		$780K Buy
2,528
+439
+21% +$131K 0.37% 22
2024
Q1 		$618K Buy
2,089
+285
+16% +$81.3K 0.18% 64
2023
Q4 		$494K Buy
1,804
+353
+24% +$90K 0.21% 45
2023
Q3 		$372K Sell
1,451
-63
-4% -$16.1K 0.14% 53
2023
Q2 		$398K Buy
+1,514
New +$364K 0.13% 81
2023
Q1 		– Sell
-1,384
Closed -$305K – 428
2022
Q4 		$305K Sell
1,384
-396,133
-100% -$88M 0.16% 54
2022
Q3 		$398K Buy
397,517
+395,637
+21,045% +$91M 0.22% 46
2022
Q2 		$409K Buy
+1,880
New +$445K 0.25% 47

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

CM Wealth Advisors's IWV Position: Q2 2026 in Review

CM Wealth Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,252 shares worth $534K. The position accounts for 0.1% of the portfolio, ranked #93.

CM Wealth Advisors first reported a position in IWV in Q2 2022 and has held it in 16 quarters since. The position peaked at $959K in Q4 2024. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • CM Wealth Advisors held 1,252 shares of iShares Russell 3000 ETF worth $534K as of Q2 2026.
  • CM Wealth Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.1% of CM Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • CM Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q2 2022 and has held it in 16 quarters since.
  • CM Wealth Advisors's iShares Russell 3000 ETF position peaked at $959K in Q4 2024.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.