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Dana Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Dana Investment 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 		$270K Hold
634
– – 0.01% 542
2026
Q1 		$235K Sell
634
-36
-5% -$13.9K 0.01% 534
2025
Q4 		$259K Sell
670
-12
-2% -$4.61K 0.01% 528
2025
Q3 		$258K Sell
682
-626
-48% -$228K 0.01% 521
2025
Q2 		$459K Sell
1,308
-781
-37% -$254K 0.02% 464
2025
Q1 		$664K Sell
2,089
-86
-4% -$28.8K 0.02% 418
2024
Q4 		$727K Buy
2,175
+252
+13% +$84.8K 0.02% 421
2024
Q3 		$628K Sell
1,923
-26
-1% -$8.18K 0.02% 428
2024
Q2 		$602K Hold
1,949
– – 0.02% 422
2024
Q1 		$585K Hold
1,949
– – 0.02% 425
2023
Q4 		$534K Sell
1,949
-154
-7% -$39.3K 0.03% 318
2023
Q3 		$515K Hold
2,103
– – 0.03% 307
2023
Q2 		$535K Sell
2,103
-121
-5% -$29.1K 0.03% 308
2023
Q1 		$524K Sell
2,224
-21
-0.9% -$4.85K 0.03% 306
2022
Q4 		$495K Sell
2,245
-83
-4% -$18.4K 0.03% 314
2022
Q3 		$482K Sell
2,328
-152
-6% -$35K 0.03% 306
2022
Q2 		$539K Sell
2,480
-215
-8% -$50.9K 0.03% 295
2022
Q1 		$707K Sell
2,695
-55
-2% -$14.2K 0.03% 240
2021
Q4 		$763K Buy
2,750
+112
+4% +$30.3K 0.03% 235
2021
Q3 		$672K Buy
2,638
+64
+2% +$16.8K 0.03% 229
2021
Q2 		$659K Buy
2,574
+49
+2% +$12.2K 0.03% 232
2021
Q1 		$599K Buy
2,525
+176
+7% +$40.9K 0.03% 240
2020
Q4 		$525K Buy
2,349
+16
+0.7% +$3.36K 0.03% 236
2020
Q3 		$457K Buy
2,333
+76
+3% +$14.7K 0.02% 233
2020
Q2 		$406K Buy
2,257
+137
+6% +$23.2K 0.02% 231
2020
Q1 		$314K Sell
2,120
-55
-3% -$9.79K 0.02% 235
2019
Q4 		$410K Buy
2,175
+104
+5% +$18.7K 0.02% 236
2019
Q3 		$360K Buy
2,071
+29
+1% +$5.03K 0.02% 227
2019
Q2 		$352K Buy
2,042
+27
+1% +$4.58K 0.02% 236
2019
Q1 		$336K Buy
2,015
+135
+7% +$21.7K 0.02% 242
2018
Q4 		$276K Hold
1,880
– – 0.01% 243
2018
Q3 		$324K Buy
1,880
+243
+15% +$41.2K 0.01% 244
2018
Q2 		$266K Hold
1,637
– – 0.01% 252
2018
Q1 		$256K Sell
1,637
-367
-18% -$59.3K 0.01% 254
2017
Q4 		$317K Buy
2,004
+99
+5% +$15.3K 0.01% 243
2017
Q3 		$284K Hold
1,905
– – 0.01% 240
2017
Q2 		$274K Buy
1,905
+179
+10% +$25.4K 0.01% 251
2017
Q1 		$241K Sell
1,726
-2,429
-58% -$335K 0.01% 262
2016
Q4 		$553K Buy
+4,155
New +$539K 0.03% 226

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

Dana Investment Advisors's IWV Position: Q2 2026 in Review

Dana Investment Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 634 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #542.

Dana Investment Advisors first reported a position in IWV in Q4 2016 and has held it in 39 quarters since. The position peaked at $763K in Q4 2021. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Dana Investment Advisors held 634 shares of iShares Russell 3000 ETF worth $270K as of Q2 2026.
  • Dana Investment Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.01% of Dana Investment Advisors's portfolio in Q2 2026, its #542 holding.
  • Dana Investment Advisors first reported a position in iShares Russell 3000 ETF in Q4 2016 and has held it in 39 quarters since.
  • Dana Investment Advisors's iShares Russell 3000 ETF position peaked at $763K in Q4 2021.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.