Cranbrook Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Cranbrook Wealth Management’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	$117K	Hold	275	–	–	0.02%	152
2026 Q1	$102K	Hold	275	–	–	0.02%	157
2025 Q4	$106K	Hold	275	–	–	0.02%	159
2025 Q3	$104K	Hold	275	–	–	0.02%	159
2025 Q2	$96.5K	Hold	275	–	–	0.02%	163
2025 Q1	$87.4K	Hold	275	–	–	0.02%	162
2024 Q4	$91.9K	Hold	275	–	–	0.02%	158
2024 Q3	$89.9K	Sell	275 -54	-16%	-$17K	0.02%	156
2024 Q2	$102K	Sell	329 -47	-13%	-$14K	0.03%	145
2024 Q1	$113K	Hold	376	–	–	0.03%	124
2023 Q4	$103K	Hold	376	–	–	0.03%	128
2023 Q3	$92.1K	Hold	376	–	–	0.03%	123
2023 Q2	$95.7K	Hold	376	–	–	0.03%	124
2023 Q1	$88.5K	Hold	376	–	–	0.03%	125
2022 Q4	$83K	Hold	376	–	–	0.02%	127
2022 Q3	$78K	Hold	376	–	–	0.02%	132
2022 Q2	$82K	Hold	376	–	–	0.02%	136
2022 Q1	$99K	Hold	376	–	–	0.02%	133
2021 Q4	$104K	Hold	376	–	–	0.02%	127
2021 Q3	$96K	Hold	376	–	–	0.02%	138
2021 Q2	$96K	Hold	376	–	–	0.02%	134
2021 Q1	$89K	Hold	376	–	–	0.02%	138
2020 Q4	$84K	Hold	376	–	–	0.02%	132
2020 Q3	$74K	Hold	376	–	–	0.02%	126
2020 Q2	$68K	Hold	376	–	–	0.02%	124
2020 Q1	$56K	Hold	376	–	–	0.02%	128
2019 Q4	$71K	Hold	376	–	–	0.02%	125
2019 Q3	$65K	Hold	376	–	–	0.02%	123
2019 Q2	$65K	Hold	376	–	–	0.02%	116
2019 Q1	$63K	Hold	376	–	–	0.02%	120
2018 Q4	$55K	Hold	376	–	–	0.02%	119
2018 Q3	$65K	Sell	376 -18	-5%	-$3.05K	0.02%	109
2018 Q2	$64K	Hold	394	–	–	0.02%	110
2018 Q1	$62K	Hold	394	–	–	0.02%	109
2017 Q4	$62K	Hold	394	–	–	0.02%	108
2017 Q3	$59K	Hold	394	–	–	0.02%	107
2017 Q2	$57K	Hold	394	–	–	0.02%	109
2017 Q1	$55K	Hold	394	–	–	0.03%	101
2016 Q4	$52K	Hold	394	–	–	0.03%	102
2016 Q3	$51K	Hold	394	–	–	0.03%	100
2016 Q2	$49K	Sell	394 -73	-16%	-$8.92K	0.03%	96
2016 Q1	$56K	Hold	467	–	–	0.03%	96
2015 Q4	$56K	Sell	467 -48	-9%	-$5.84K	0.03%	96
2015 Q3	$59K	Hold	515	–	–	0.03%	95
2015 Q2	$64K	Hold	515	–	–	0.04%	95
2015 Q1	$64K	Hold	515	–	–	0.04%	96
2014 Q4	$63K	Hold	515	–	–	0.04%	99
2014 Q3	$60K	Hold	515	–	–	0.04%	80
2014 Q2	$61K	Hold	515	–	–	0.04%	80
2014 Q1	$58K	Sell	515 -64	-11%	-$7.07K	0.04%	82
2013 Q4	$64K	Buy	+579	New	+$61.4K	0.04%	100

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

Cranbrook Wealth Management's IWV Position: Q2 2026 in Review

Cranbrook Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 275 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #152.

Cranbrook Wealth Management first reported a position in IWV in Q4 2013 and has held it in 51 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Cranbrook Wealth Management held 275 shares of iShares Russell 3000 ETF worth $117K as of Q2 2026.
Cranbrook Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.02% of Cranbrook Wealth Management's portfolio in Q2 2026, its #152 holding.
Cranbrook Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2013 and has held it in 51 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.