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CoreCap Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

CoreCap 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 		$1.38M Buy
3,226
+597
+23% +$246K 0.04% 320
2026
Q1 		$975K Sell
2,629
-358
-12% -$138K 0.03% 370
2025
Q4 		$1.16M Buy
2,987
+355
+13% +$136K 0.04% 342
2025
Q3 		$997K Buy
2,632
+111
+4% +$40.5K 0.04% 371
2025
Q2 		$885K Buy
2,521
+1,079
+75% +$350K 0.04% 375
2025
Q1 		$458K Sell
1,442
-201
-12% -$67.4K 0.02% 491
2024
Q4 		$549K Buy
1,643
+366
+29% +$123K 0.03% 449
2024
Q3 		$417K Buy
+1,277
New +$402K 0.02% 505
2024
Q2 		– Sell
-347
Closed -$104K – 2113
2024
Q1 		$104K Buy
+347
New +$99K 0.01% 826

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

CoreCap Advisors's IWV Position: Q2 2026 in Review

CoreCap Advisors increased its iShares Russell 3000 ETF (IWV) stake by 23% in Q2 2026, buying an estimated $246K and bringing the position to 3,226 shares worth $1.38M. The position accounts for 0.04% of the portfolio, ranked #320.

CoreCap Advisors first reported a position in IWV in Q1 2024 and has held it in 9 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • CoreCap Advisors held 3,226 shares of iShares Russell 3000 ETF worth $1.38M as of Q2 2026.
  • CoreCap Advisors bought 597 iShares Russell 3000 ETF shares in Q2 2026, an estimated $246K.
  • iShares Russell 3000 ETF made up 0.04% of CoreCap Advisors's portfolio in Q2 2026, its #320 holding.
  • CoreCap Advisors first reported a position in iShares Russell 3000 ETF in Q1 2024 and has held it in 9 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.