Elevate Wealth Advisory’s iShares Russell 3000 ETF IWV Stock Holding History

Elevate Wealth Advisory’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	$23.9K	Hold	56	–	–	0.01%	109
2026 Q1	$20.8K	Hold	56	–	–	0.01%	108
2025 Q4	$21.7K	Hold	56	–	–	0.01%	103
2025 Q3	$21.2K	Hold	56	–	–	0.02%	103
2025 Q2	$19.7K	Hold	56	–	–	0.01%	116
2025 Q1	$17.8K	Hold	56	–	–	0.01%	113
2024 Q4	$18.7K	Hold	56	–	–	0.01%	103
2024 Q3	$18.3K	Hold	56	–	–	0.01%	107
2024 Q2	$17.3K	Hold	56	–	–	0.01%	101
2024 Q1	$16.8K	Hold	56	–	–	0.01%	97
2023 Q4	$15.3K	Buy	+56	New	+$14.3K	0.01%	101

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

Elevate Wealth Advisory's IWV Position: Q2 2026 in Review

Elevate Wealth Advisory held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 56 shares worth $23.9K. The position accounts for 0.01% of the portfolio, ranked #109.

Elevate Wealth Advisory first reported a position in IWV in Q4 2023 and has held it in 11 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Elevate Wealth Advisory held 56 shares of iShares Russell 3000 ETF worth $23.9K as of Q2 2026.
Elevate Wealth Advisory left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.01% of Elevate Wealth Advisory's portfolio in Q2 2026, its #109 holding.
Elevate Wealth Advisory first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 11 quarters since.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.