CRA Financial Services’s iShares Russell 3000 ETF IWV Stock Holding History

CRA Financial Services’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	$256K	Hold	600	–	–	0.03%	279
2026 Q1	$222K	Hold	600	–	–	0.03%	277
2025 Q4	$232K	Hold	600	–	–	0.03%	269
2025 Q3	$227K	Sell	600 -60	-9%	-$21.9K	0.03%	276
2025 Q2	$232K	Hold	660	–	–	0.04%	249
2025 Q1	$210K	Buy	660 +10	+2%	+$3.35K	0.04%	264
2024 Q4	$217K	Sell	650 -22	-3%	-$7.41K	0.04%	249
2024 Q3	$220K	Hold	672	–	–	0.04%	245
2024 Q2	$207K	Hold	672	–	–	0.04%	241
2024 Q1	$202K	Buy	+672	New	+$192K	0.04%	234
2019 Q1	–	Sell	-2,085	Closed	-$306K	–	144
2018 Q4	$306K	Buy	+2,085	New	+$331K	0.22%	103

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

CRA Financial Services's IWV Position: Q2 2026 in Review

CRA Financial Services held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 600 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #279.

CRA Financial Services first reported a position in IWV in Q4 2018 and has held it in 11 quarters since. The position peaked at $306K in Q4 2018. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

CRA Financial Services held 600 shares of iShares Russell 3000 ETF worth $256K as of Q2 2026.
CRA Financial Services left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.03% of CRA Financial Services's portfolio in Q2 2026, its #279 holding.
CRA Financial Services first reported a position in iShares Russell 3000 ETF in Q4 2018 and has held it in 11 quarters since.
CRA Financial Services's iShares Russell 3000 ETF position peaked at $306K in Q4 2018.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.