Concord Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Concord Wealth Partners’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	$112K	Buy	+263	New	+$108K	0.01%	278
2026 Q1	–	Sell	-262	Closed	-$101K	–	504
2025 Q4	$101K	Buy	262 +1	+0.4%	+$384	0.01%	255
2025 Q3	$99K	Sell	261 -1	-0.4%	-$365	0.01%	257
2025 Q2	$91.8K	Buy	262 +1	+0.4%	+$325	0.01%	278
2025 Q1	$82.9K	Hold	261	–	–	0.01%	264
2024 Q4	$87.3K	Hold	261	–	–	0.01%	264
2024 Q3	$85.4K	Sell	261 -1	-0.4%	-$315	0.01%	270
2024 Q2	$80.7K	Buy	262 +1	+0.4%	+$298	0.01%	258
2024 Q1	$78.3K	Buy	261 +1	+0.4%	+$285	0.01%	294
2023 Q4	$71.3K	Buy	260 +1	+0.4%	+$255	0.01%	311
2023 Q3	$63.5K	Sell	259 -1	-0.4%	-$256	0.01%	341
2023 Q2	$66.2K	Hold	260	–	–	0.01%	318
2023 Q1	$61.1K	Buy	260 +1	+0.4%	+$231	0.02%	320
2022 Q4	$57.1K	Buy	+259	New	+$57.6K	0.02%	354
2022 Q3	–	Sell	-256	Closed	-$56K	–	651
2022 Q2	$56K	Sell	256 -234	-48%	-$55.4K	0.02%	351
2022 Q1	$129K	Buy	490 +1	+0.2%	+$259	0.03%	257
2021 Q4	$136K	Buy	+489	New	+$132K	0.03%	256

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

Concord Wealth Partners's IWV Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 263 shares worth $112K. The stake represents 0.01% of the portfolio and ranks #278 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IWV as recently as Q4 2025.

Concord Wealth Partners first reported a position in IWV in Q4 2021 and has held it in 17 quarters since. The position peaked at $136K in Q4 2021. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Concord Wealth Partners held 263 shares of iShares Russell 3000 ETF worth $112K as of Q2 2026.
iShares Russell 3000 ETF was a new Concord Wealth Partners position in Q2 2026.
iShares Russell 3000 ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #278 holding.
Concord Wealth Partners first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 17 quarters since.
Concord Wealth Partners's iShares Russell 3000 ETF position peaked at $136K in Q4 2021.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.