Coston McIsaac & Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Coston McIsaac & 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	$25K	Hold	59	–	–	0.01%	446
2026 Q1	$21K	Hold	59	–	–	﹤0.01%	454
2025 Q4	$22K	Hold	59	–	–	0.01%	448
2025 Q3	$22K	Hold	59	–	–	0.01%	426
2025 Q2	$20K	Hold	59	–	–	0.01%	423
2025 Q1	$18K	Hold	59	–	–	0.01%	406
2024 Q4	$19K	Hold	59	–	–	0.01%	398
2024 Q3	$19K	Hold	59	–	–	0.01%	404
2024 Q2	$18K	Hold	59	–	–	0.01%	390
2024 Q1	$17K	Hold	59	–	–	0.01%	405
2023 Q4	$16K	Hold	59	–	–	0.01%	413
2023 Q3	$14K	Hold	59	–	–	0.01%	422
2023 Q2	$15K	Hold	59	–	–	0.01%	446
2023 Q1	$13K	Hold	59	–	–	﹤0.01%	463
2022 Q4	$13K	Hold	59	–	–	0.01%	471
2022 Q3	$12K	Hold	59	–	–	0.01%	407
2022 Q2	$13K	Buy	+59	New	+$14K	0.01%	252

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

Coston McIsaac & Partners's IWV Position: Q2 2026 in Review

Coston McIsaac & Partners held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 59 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #446.

Coston McIsaac & Partners first reported a position in IWV in Q2 2022 and has held it in 17 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Coston McIsaac & Partners held 59 shares of iShares Russell 3000 ETF worth $25K as of Q2 2026.
Coston McIsaac & Partners left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #446 holding.
Coston McIsaac & Partners first reported a position in iShares Russell 3000 ETF in Q2 2022 and has held it in 17 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.