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 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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CRA Financial Services's IWV Position: Q1 2026 in Review

CRA Financial Services held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 600 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #277.

CRA Financial Services first reported a position in IWV in Q4 2018 and has held it in 10 quarters since. The position peaked at $306K in Q4 2018. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

CRA Financial Services held 600 shares of iShares Russell 3000 ETF worth $222K as of Q1 2026.
CRA Financial Services left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.03% of CRA Financial Services's portfolio in Q1 2026, its #277 holding.
CRA Financial Services first reported a position in iShares Russell 3000 ETF in Q4 2018 and has held it in 10 quarters since.
CRA Financial Services's iShares Russell 3000 ETF position peaked at $306K in Q4 2018.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on CRA Financial Services's 13F filing for Q1 2026, filed 9 Apr 2026.