Dougherty Wealth Advisers’s iShares Russell 3000 ETF IWV Stock Holding History

Dougherty Wealth Advisers’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	$74.6K	Hold	175	–	–	0.04%	73
2026 Q1	$64.9K	Hold	175	–	–	0.04%	73
2025 Q4	$67.7K	Hold	175	–	–	0.04%	74
2025 Q3	$66.3K	Hold	175	–	–	0.04%	73
2025 Q2	$61.4K	Hold	175	–	–	0.04%	76
2025 Q1	$55.6K	Hold	175	–	–	0.04%	77
2024 Q4	$58.5K	Hold	175	–	–	0.05%	75
2024 Q3	$57.2K	Hold	175	–	–	0.05%	74
2024 Q2	$54K	Hold	175	–	–	0.05%	72
2024 Q1	$52.5K	Hold	175	–	–	0.05%	74
2023 Q4	$47.9K	Hold	175	–	–	0.04%	80
2023 Q3	$42.9K	Hold	175	–	–	0.05%	78
2023 Q2	$44.5K	Hold	175	–	–	0.06%	80
2023 Q1	$41.2K	Sell	175 -75	-30%	-$17.3K	0.06%	86
2022 Q4	$55.2K	Hold	250	–	–	0.09%	82
2022 Q3	$52K	Hold	250	–	–	0.1%	79
2022 Q2	$54K	Hold	250	–	–	0.1%	77
2022 Q1	$66K	Hold	250	–	–	0.1%	79
2021 Q4	$69K	Hold	250	–	–	0.1%	89
2021 Q3	$64K	Hold	250	–	–	0.1%	87
2021 Q2	$64K	Hold	250	–	–	0.09%	88
2021 Q1	$59K	Hold	250	–	–	0.09%	90
2020 Q4	$56K	Hold	250	–	–	0.09%	95
2020 Q3	$49K	Hold	250	–	–	0.17%	96
2020 Q2	$45K	Hold	250	–	–	0.16%	100
2020 Q1	$37K	Hold	250	–	–	0.15%	111
2019 Q4	$47K	Hold	250	–	–	0.14%	114
2019 Q3	$43K	Hold	250	–	–	0.14%	114
2019 Q2	$43K	Hold	250	–	–	0.12%	133
2019 Q1	$42K	Hold	250	–	–	0.14%	118
2018 Q4	$40K	Buy	+250	New	+$39.7K	0.13%	118

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

Dougherty Wealth Advisers's IWV Position: Q2 2026 in Review

Dougherty Wealth Advisers held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 175 shares worth $74.6K. The position accounts for 0.04% of the portfolio, ranked #73.

Dougherty Wealth Advisers first reported a position in IWV in Q4 2018 and has held it in 31 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Dougherty Wealth Advisers held 175 shares of iShares Russell 3000 ETF worth $74.6K as of Q2 2026.
Dougherty Wealth Advisers left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.04% of Dougherty Wealth Advisers's portfolio in Q2 2026, its #73 holding.
Dougherty Wealth Advisers first reported a position in iShares Russell 3000 ETF in Q4 2018 and has held it in 31 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.