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Family Office Research’s iShares Russell 3000 ETF IWV Stock Holding History

Family Office Research’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 		$3.78M Sell
8,872
-143
-2% -$58.9K 1.42% 14
2026
Q1 		$3.34M Sell
9,015
-27
-0.3% -$10.4K 1.45% 13
2025
Q4 		$3.53M Sell
9,042
-45
-0.5% -$17.3K 1.44% 14
2025
Q3 		$3.44M Sell
9,087
-101
-1% -$36.8K 1.51% 13
2025
Q2 		$3.23M Sell
9,188
-73
-0.8% -$23.7K 1.53% 13
2025
Q1 		$2.94M Sell
9,261
-1,159
-11% -$389K 1.43% 13
2024
Q4 		$3.48M Buy
+10,420
New +$3.51M 1.53% 11

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Family Office Research's IWV Position: Q2 2026 in Review

Family Office Research reduced its iShares Russell 3000 ETF (IWV) stake by 1.6% in Q2 2026, selling an estimated $58.9K and leaving 8,872 shares worth $3.78M. The position accounts for 1.42% of the portfolio, ranked #14.

Family Office Research first reported a position in IWV in Q4 2024 and has held it in 7 quarters since. 786 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Family Office Research held 8,872 shares of iShares Russell 3000 ETF worth $3.78M as of Q2 2026.
  • Family Office Research sold 143 iShares Russell 3000 ETF shares in Q2 2026, an estimated $58.9K.
  • iShares Russell 3000 ETF made up 1.42% of Family Office Research's portfolio in Q2 2026, its #14 holding.
  • Family Office Research first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 786 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.