Daymark Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Daymark Wealth Partners’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	$504K	Hold	1,183	–	–	0.01%	482
2026 Q1	$439K	Hold	1,183	–	–	0.01%	459
2025 Q4	$458K	Hold	1,183	–	–	0.01%	412
2025 Q3	$448K	Hold	1,183	–	–	0.02%	402
2025 Q2	$415K	Sell	1,183 -5	-0.4%	-$1.62K	0.02%	387
2025 Q1	$377K	Hold	1,188	–	–	0.02%	373
2024 Q4	$397K	Hold	1,188	–	–	0.02%	363
2024 Q3	$388K	Hold	1,188	–	–	0.02%	380
2024 Q2	$367K	Buy	+1,188	New	+$355K	0.02%	368

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

Daymark Wealth Partners's IWV Position: Q2 2026 in Review

Daymark Wealth Partners held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,183 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #482.

Daymark Wealth Partners first reported a position in IWV in Q2 2024 and has held it in 9 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Daymark Wealth Partners held 1,183 shares of iShares Russell 3000 ETF worth $504K as of Q2 2026.
Daymark Wealth Partners left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #482 holding.
Daymark Wealth Partners first reported a position in iShares Russell 3000 ETF in Q2 2024 and has held it in 9 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.