CVA Family Office’s iShares Russell 3000 ETF IWV Stock Holding History

CVA Family Office’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	$1.83M	Sell	4,295 -53	-1%	-$21.8K	0.17%	82
2026 Q1	$1.61M	Hold	4,348	–	–	0.17%	79
2025 Q4	$1.68M	Hold	4,348	–	–	0.19%	72
2025 Q3	$1.65M	Hold	4,348	–	–	0.21%	78
2025 Q2	$1.53M	Buy	4,348 +348	+9%	+$113K	0.21%	79
2025 Q1	$1.27M	Sell	4,000 -400	-9%	-$134K	0.19%	82
2024 Q4	$1.47M	Hold	4,400	–	–	0.23%	72
2024 Q3	$1.44M	Hold	4,400	–	–	0.23%	71
2024 Q2	$1.36M	Hold	4,400	–	–	0.24%	70
2024 Q1	$1.32M	Hold	4,400	–	–	0.24%	71
2023 Q4	$1.2M	Hold	4,400	–	–	0.23%	71
2023 Q3	$1.08M	Hold	4,400	–	–	0.25%	74
2023 Q2	$1.12M	Hold	4,400	–	–	0.23%	73
2023 Q1	$1.04M	Hold	4,400	–	–	0.23%	72
2022 Q4	$971K	Hold	4,400	–	–	0.24%	69
2022 Q3	$911K	Hold	4,400	–	–	0.25%	69
2022 Q2	$957K	Hold	4,400	–	–	0.26%	64
2022 Q1	$1.15M	Hold	4,400	–	–	0.28%	59
2021 Q4	$1.22M	Hold	4,400	–	–	0.3%	52
2021 Q3	$861K	Hold	4,400	–	–	0.62%	35
2021 Q2	$1.13M	Hold	4,400	–	–	0.32%	52
2021 Q1	$1.04M	Hold	4,400	–	–	0.4%	45
2020 Q4	$984K	Hold	4,400	–	–	0.6%	35
2020 Q3	$861K	Hold	4,400	–	–	0.62%	35
2020 Q2	$792K	Sell	4,400 -6,655	-60%	-$1.13M	0.65%	35
2020 Q1	$1.64M	Buy	11,055 +1,200	+12%	+$214K	1.67%	15
2019 Q4	$1.86M	Buy	+9,855	New	+$1.78M	1.71%	15

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

CVA Family Office's IWV Position: Q2 2026 in Review

CVA Family Office reduced its iShares Russell 3000 ETF (IWV) stake by 1.2% in Q2 2026, selling an estimated $21.8K and leaving 4,295 shares worth $1.83M. The position accounts for 0.17% of the portfolio, ranked #82.

CVA Family Office first reported a position in IWV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.86M in Q4 2019. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

CVA Family Office held 4,295 shares of iShares Russell 3000 ETF worth $1.83M as of Q2 2026.
CVA Family Office sold 53 iShares Russell 3000 ETF shares in Q2 2026, an estimated $21.8K.
iShares Russell 3000 ETF made up 0.17% of CVA Family Office's portfolio in Q2 2026, its #82 holding.
CVA Family Office first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 27 quarters since.
CVA Family Office's iShares Russell 3000 ETF position peaked at $1.86M in Q4 2019.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.