Concurrent Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Concurrent Investment 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	$3.88M	Sell	9,090 -46	-0.5%	-$19K	0.03%	511
2026 Q1	$3.39M	Sell	9,136 -85,710	-90%	-$33.2M	0.04%	453
2025 Q4	$36.7M	Buy	94,846 +36,843	+64%	+$14.1M	0.42%	43
2025 Q3	$22M	Sell	58,003 -4,965	-8%	-$1.81M	0.38%	55
2025 Q2	$22.1M	Buy	62,968 +61,949	+6,079%	+$20.1M	0.43%	46
2025 Q1	$324K	Sell	1,019 -2,280	-69%	-$764K	0.01%	890
2024 Q4	$1.1M	Buy	3,299 +382	+13%	+$129K	0.03%	464
2024 Q3	$953K	Buy	2,917 +1,471	+102%	+$463K	0.03%	477
2024 Q2	$446K	Buy	1,446 +379	+36%	+$113K	0.01%	626
2024 Q1	$320K	Buy	+1,067	New	+$304K	0.01%	659

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

Concurrent Investment Advisors's IWV Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 0.5% in Q2 2026, selling an estimated $19K and leaving 9,090 shares worth $3.88M. The position accounts for 0.03% of the portfolio, ranked #511.

Concurrent Investment Advisors first reported a position in IWV in Q1 2024 and has held it in 10 quarters since. The position peaked at $36.7M in Q4 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Concurrent Investment Advisors held 9,090 shares of iShares Russell 3000 ETF worth $3.88M as of Q2 2026.
Concurrent Investment Advisors sold 46 iShares Russell 3000 ETF shares in Q2 2026, an estimated $19K.
iShares Russell 3000 ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #511 holding.
Concurrent Investment Advisors first reported a position in iShares Russell 3000 ETF in Q1 2024 and has held it in 10 quarters since.
Concurrent Investment Advisors's iShares Russell 3000 ETF position peaked at $36.7M in Q4 2025.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.