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

Core 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	$328K	Hold	769	–	–	0.09%	26
2026 Q1	$285K	Sell	769 -595	-44%	-$230K	0.09%	28
2025 Q4	$528K	Sell	1,364 -13	-0.9%	-$4.99K	0.16%	20
2025 Q3	$522K	Hold	1,377	–	–	0.17%	21
2025 Q2	$483K	Hold	1,377	–	–	0.17%	20
2025 Q1	$437K	Sell	1,377 -29	-2%	-$9.72K	0.17%	22
2024 Q4	$470K	Sell	1,406 -10	-0.7%	-$3.37K	0.18%	19
2024 Q3	$437K	Hold	1,416	–	–	0.18%	17
2024 Q2	$437K	Hold	1,416	–	–	0.18%	17
2024 Q1	$425K	Buy	1,416 +8	+0.6%	+$2.28K	0.18%	16
2023 Q4	$385K	Hold	1,408	–	–	0.18%	14
2023 Q3	$345K	Sell	1,408 -225	-14%	-$57.5K	0.18%	12
2023 Q2	$415K	Hold	1,633	–	–	0.21%	13
2023 Q1	$384K	Hold	1,633	–	–	0.21%	11
2022 Q4	$360K	Buy	+1,633	New	+$363K	0.2%	10

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

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

Core Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 769 shares worth $328K. The position accounts for 0.09% of the portfolio, ranked #26.

Core Wealth Management first reported a position in IWV in Q4 2022 and has held it in 15 quarters since. The position peaked at $528K in Q4 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Core Wealth Management held 769 shares of iShares Russell 3000 ETF worth $328K as of Q2 2026.
Core Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.09% of Core Wealth Management's portfolio in Q2 2026, its #26 holding.
Core Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 15 quarters since.
Core Wealth Management's iShares Russell 3000 ETF position peaked at $528K in Q4 2025.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Core Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.