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Crewe Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Crewe Advisors’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 		$517K Hold
1,213
– – 0.04% 137
2026
Q1 		$450K Sell
1,213
-4
-0.3% -$1.55K 0.04% 136
2025
Q4 		$471K Hold
1,217
– – 0.04% 131
2025
Q3 		$461K Sell
1,217
-15
-1% -$5.47K 0.04% 132
2025
Q2 		$432K Hold
1,232
– – 0.06% 102
2025
Q1 		$391K Hold
1,232
– – 0.06% 96
2024
Q4 		$412K Hold
1,232
– – 0.06% 89
2024
Q3 		$403K Sell
1,232
-775
-39% -$244K 0.05% 95
2024
Q2 		$620K Hold
2,007
– – 0.07% 88
2024
Q1 		$602K Hold
2,007
– – 0.07% 85
2023
Q4 		$549K Hold
2,007
– – 0.09% 46
2023
Q3 		$492K Sell
2,007
-30
-1% -$7.67K 0.09% 47
2023
Q2 		$518K Hold
2,037
– – 0.07% 77
2023
Q1 		$480K Sell
2,037
-11
-0.5% -$2.54K 0.07% 88
2022
Q4 		$452K Sell
2,048
-1,085
-35% -$241K 0.07% 85
2022
Q3 		$649K Buy
3,133
+1,085
+53% +$250K 0.12% 62
2022
Q2 		$445K Hold
2,048
– – 0.1% 66
2022
Q1 		$537K Hold
2,048
– – 0.1% 51
2021
Q4 		$568K Sell
2,048
-1,699
-45% -$460K 0.12% 43
2021
Q3 		$955K Sell
3,747
-10
-0.3% -$2.62K 0.23% 28
2021
Q2 		$961K Hold
3,757
– – 0.24% 30
2021
Q1 		$891K Sell
3,757
-74
-2% -$17.2K 0.22% 27
2020
Q4 		$856K Sell
3,831
-385
-9% -$80.9K 0.34% 27
2020
Q3 		$825K Sell
4,216
-1,006
-19% -$195K 0.39% 24
2020
Q2 		$940K Sell
5,222
-65
-1% -$11K 0.46% 21
2020
Q1 		$784K Sell
5,287
-130
-2% -$23.1K 0.47% 21
2019
Q4 		$1.02M Sell
5,417
-984
-15% -$177K 0.45% 21
2019
Q3 		$1.11M Hold
6,401
– – 0.51% 19
2019
Q2 		$1.1M Hold
6,401
– – 0.36% 19
2019
Q1 		$1.07M Buy
6,401
+107
+2% +$17.2K 0.34% 19
2018
Q4 		$925K Hold
6,294
– – 0.29% 21
2018
Q3 		$1.08M Buy
+6,294
New +$1.07M 0.92% 18

Other funds holding IWV

Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Crewe Advisors's IWV Position: Q2 2026 in Review

Crewe Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,213 shares worth $517K. The position accounts for 0.04% of the portfolio, ranked #137.

Crewe Advisors first reported a position in IWV in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.11M in Q3 2019. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Crewe Advisors held 1,213 shares of iShares Russell 3000 ETF worth $517K as of Q2 2026.
  • Crewe Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.04% of Crewe Advisors's portfolio in Q2 2026, its #137 holding.
  • Crewe Advisors first reported a position in iShares Russell 3000 ETF in Q3 2018 and has held it in 32 quarters since.
  • Crewe Advisors's iShares Russell 3000 ETF position peaked at $1.11M in Q3 2019.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.