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

Diversify 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	$326K	Sell	774 -138	-15%	-$56.9K	0.01%	1014
2026 Q1	$369K	Buy	+912	New	+$353K	0.01%	900

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

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

Diversify Wealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 15% in Q2 2026, selling an estimated $56.9K and leaving 774 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #1014.

Diversify Wealth Management first reported a position in IWV in Q1 2026 and has held it in 2 quarters since. The position peaked at $369K in Q1 2026. 913 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Diversify Wealth Management held 774 shares of iShares Russell 3000 ETF worth $326K as of Q2 2026.
Diversify Wealth Management sold 138 iShares Russell 3000 ETF shares in Q2 2026, an estimated $56.9K.
iShares Russell 3000 ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1014 holding.
Diversify Wealth Management first reported a position in iShares Russell 3000 ETF in Q1 2026 and has held it in 2 quarters since.
Diversify Wealth Management's iShares Russell 3000 ETF position peaked at $369K in Q1 2026.
913 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.