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

Dakota 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 		$1.97M Sell
4,626
-71
-2% -$29.3K 0.04% 311
2026
Q1 		$1.74M Sell
4,697
-267
-5% -$103K 0.04% 307
2025
Q4 		$1.92M Buy
4,964
+3,096
+166% +$1.19M 0.03% 297
2025
Q3 		$708K Sell
1,868
-4,452
-70% -$1.62M 0.01% 417
2025
Q2 		$2.22M Sell
6,320
-412
-6% -$134K 0.05% 253
2025
Q1 		$2.14M Hold
6,732
– – 0.05% 250
2024
Q4 		$2.25M Buy
6,732
+44
+0.7% +$14.8K 0.05% 244
2024
Q3 		$2.19M Hold
6,688
– – 0.05% 259
2024
Q2 		$2.06M Hold
6,688
– – 0.05% 253
2024
Q1 		$2.01M Buy
6,688
+1,571
+31% +$448K 0.05% 261
2023
Q4 		$1.4M Hold
5,117
– – 0.05% 262
2023
Q3 		$1.25M Buy
5,117
+373
+8% +$95.3K 0.06% 256
2023
Q2 		$1.21M Sell
4,744
-425
-8% -$102K 0.06% 229
2023
Q1 		$1.22M Sell
5,169
-7
-0.1% -$1.62K 0.08% 205
2022
Q4 		$1.14M Sell
5,176
-300
-5% -$66.7K 0.08% 207
2022
Q3 		$1.13M Buy
5,476
+2,980
+119% +$685K 0.09% 203
2022
Q2 		$543K Buy
2,496
+1,316
+112% +$312K 0.05% 266
2022
Q1 		$310K Buy
+1,180
New +$305K 0.03% 359

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

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

Dakota Wealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 1.5% in Q2 2026, selling an estimated $29.3K and leaving 4,626 shares worth $1.97M. The position accounts for 0.04% of the portfolio, ranked #311.

Dakota Wealth Management first reported a position in IWV in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.25M in Q4 2024. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Dakota Wealth Management held 4,626 shares of iShares Russell 3000 ETF worth $1.97M as of Q2 2026.
  • Dakota Wealth Management sold 71 iShares Russell 3000 ETF shares in Q2 2026, an estimated $29.3K.
  • iShares Russell 3000 ETF made up 0.04% of Dakota Wealth Management's portfolio in Q2 2026, its #311 holding.
  • Dakota Wealth Management first reported a position in iShares Russell 3000 ETF in Q1 2022 and has held it in 18 quarters since.
  • Dakota Wealth Management's iShares Russell 3000 ETF position peaked at $2.25M in Q4 2024.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.