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 Q3	$259K	Hold	600	–	–	0.03%	275
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

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $901M AUM 8.48% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

CRA Financial Services's IWV Position: Q3 2026 in Review

CRA Financial Services held its iShares Russell 3000 ETF (IWV) position steady in Q3 2026 at 600 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #275.

CRA Financial Services first reported a position in IWV in Q4 2018 and has held it in 12 quarters since. The position peaked at $306K in Q4 2018. 695 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

CRA Financial Services held 600 shares of iShares Russell 3000 ETF worth $259K as of Q3 2026.
CRA Financial Services left its iShares Russell 3000 ETF share count unchanged in Q3 2026.
iShares Russell 3000 ETF made up 0.03% of CRA Financial Services's portfolio in Q3 2026, its #275 holding.
CRA Financial Services first reported a position in iShares Russell 3000 ETF in Q4 2018 and has held it in 12 quarters since.
CRA Financial Services's iShares Russell 3000 ETF position peaked at $306K in Q4 2018.
695 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.