Dunhill Financial’s iShares Russell 3000 ETF IWV Stock Holding History

Dunhill Financial’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	$1.82M	Sell	4,278 -49	-1%	-$20.2K	0.37%	36
2026 Q1	$1.6M	Sell	4,327 -75	-2%	-$29K	0.38%	35
2025 Q4	$1.7M	Sell	4,402 -74	-2%	-$28.4K	0.42%	32
2025 Q3	$1.7M	Sell	4,476 -270	-6%	-$98.4K	0.44%	30
2025 Q2	$1.67M	Sell	4,746 -915	-16%	-$297K	0.48%	31
2025 Q1	$1.8M	Sell	5,661 -1,139	-17%	-$382K	0.82%	21
2024 Q4	$2.27M	Buy	6,800 +333	+5%	+$112K	1.06%	20
2024 Q3	$2.11M	Sell	6,467 -76	-1%	-$23.9K	1.09%	17
2024 Q2	$2.02M	Buy	6,543 +41	+0.6%	+$12.2K	1.25%	16
2024 Q1	$1.95M	Sell	6,502 -159	-2%	-$45.4K	1.45%	14
2023 Q4	$1.82M	Sell	6,661 -1,448	-18%	-$369K	1.65%	12
2023 Q3	$2.02M	Sell	8,109 -6	-0.1%	-$1.53K	1.27%	20
2023 Q2	$2.04M	Buy	+8,115	New	+$1.95M	1.34%	20

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

Dunhill Financial's IWV Position: Q2 2026 in Review

Dunhill Financial reduced its iShares Russell 3000 ETF (IWV) stake by 1.1% in Q2 2026, selling an estimated $20.2K and leaving 4,278 shares worth $1.82M. The position accounts for 0.37% of the portfolio, ranked #36.

Dunhill Financial first reported a position in IWV in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.27M in Q4 2024. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Dunhill Financial held 4,278 shares of iShares Russell 3000 ETF worth $1.82M as of Q2 2026.
Dunhill Financial sold 49 iShares Russell 3000 ETF shares in Q2 2026, an estimated $20.2K.
iShares Russell 3000 ETF made up 0.37% of Dunhill Financial's portfolio in Q2 2026, its #36 holding.
Dunhill Financial first reported a position in iShares Russell 3000 ETF in Q2 2023 and has held it in 13 quarters since.
Dunhill Financial's iShares Russell 3000 ETF position peaked at $2.27M in Q4 2024.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.