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Empire Financial Management Company’s iShares Russell 3000 ETF IWV Stock Holding History

Empire Financial Management Company’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 		$270K Hold
634
– – 0.11% 119
2026
Q1 		$235K Hold
634
– – 0.05% 199
2025
Q4 		$245K Sell
634
-44
-6% -$16.9K 0.05% 196
2025
Q3 		$257K Sell
678
-30
-4% -$10.9K 0.06% 189
2025
Q2 		$249K Sell
708
-18
-2% -$5.85K 0.07% 182
2025
Q1 		$231K Sell
726
-8
-1% -$2.68K 0.07% 187
2024
Q4 		$245K Sell
734
-129
-15% -$43.4K 0.08% 180
2024
Q3 		$282K Buy
863
+46
+6% +$14.5K 0.09% 179
2024
Q2 		$252K Buy
817
+92
+13% +$27.5K 0.08% 184
2024
Q1 		$218K Buy
+725
New +$207K 0.07% 201

Other funds holding IWV

Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empire Financial Management Company's IWV Position: Q2 2026 in Review

Empire Financial Management Company held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 634 shares worth $270K. The position accounts for 0.11% of the portfolio, ranked #119.

Empire Financial Management Company first reported a position in IWV in Q1 2024 and has held it in 10 quarters since. The position peaked at $282K in Q3 2024. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Empire Financial Management Company held 634 shares of iShares Russell 3000 ETF worth $270K as of Q2 2026.
  • Empire Financial Management Company left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.11% of Empire Financial Management Company's portfolio in Q2 2026, its #119 holding.
  • Empire Financial Management Company first reported a position in iShares Russell 3000 ETF in Q1 2024 and has held it in 10 quarters since.
  • Empire Financial Management Company's iShares Russell 3000 ETF position peaked at $282K in Q3 2024.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.