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 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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Elevate Wealth Advisory's IWV Position: Q1 2026 in Review

Elevate Wealth Advisory held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 56 shares worth $20.8K. The position accounts for 0.01% of the portfolio, ranked #108.

Elevate Wealth Advisory first reported a position in IWV in Q4 2023 and has held it in 10 quarters since. The position peaked at $21.7K in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Elevate Wealth Advisory held 56 shares of iShares Russell 3000 ETF worth $20.8K as of Q1 2026.
Elevate Wealth Advisory left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.01% of Elevate Wealth Advisory's portfolio in Q1 2026, its #108 holding.
Elevate Wealth Advisory first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's iShares Russell 3000 ETF position peaked at $21.7K in Q4 2025.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.