EverSource Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

EverSource Wealth Advisors’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	$217K	Buy	+510	New	+$210K	0.01%	962
2023 Q1	–	Sell	-148	Closed	-$32.7K	–	2457
2022 Q4	$32.7K	Hold	148	–	–	﹤0.01%	924
2022 Q3	$31K	Buy	+148	New	+$34K	0.01%	755

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

EverSource Wealth Advisors's IWV Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 510 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #962 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in IWV as recently as Q4 2022.

EverSource Wealth Advisors first reported a position in IWV in Q3 2022 and has held it in 3 quarters since. 913 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

EverSource Wealth Advisors held 510 shares of iShares Russell 3000 ETF worth $217K as of Q2 2026.
iShares Russell 3000 ETF was a new EverSource Wealth Advisors position in Q2 2026.
iShares Russell 3000 ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #962 holding.
EverSource Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q3 2022 and has held it in 3 quarters since.
913 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.