Farther Finance Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Farther Finance 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	$915K	Sell	2,146 -1,354	-39%	-$558K	0.01%	1159
2026 Q1	$1.31M	Buy	3,500 +110	+3%	+$42.6K	0.01%	835
2025 Q4	$1.31M	Buy	3,390 +492	+17%	+$189K	0.01%	762
2025 Q3	$1.1M	Buy	2,898 +1,662	+134%	+$606K	0.02%	680
2025 Q2	$434K	Sell	1,236 -1	-0.1%	-$325	0.01%	979
2025 Q1	$394K	Sell	1,237 -3,757	-75%	-$1.26M	0.01%	898
2024 Q4	$1.67M	Buy	4,994 +4,793	+2,385%	+$1.61M	0.06%	252
2024 Q3	$65.7K	Hold	201	–	–	﹤0.01%	1508
2024 Q2	$62.2K	Sell	201 -1,300	-87%	-$388K	﹤0.01%	1326
2024 Q1	$449K	Hold	1,501	–	–	0.03%	426
2023 Q4	$411K	Hold	1,501	–	–	0.03%	391
2023 Q3	$368K	Buy	1,501 +52	+4%	+$13.3K	0.06%	258
2023 Q2	$369K	Hold	1,449	–	–	0.08%	209
2023 Q1	$341K	Hold	1,449	–	–	0.1%	184
2022 Q4	$320K	Buy	+1,449	New	+$322K	0.12%	164

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

Farther Finance Advisors's IWV Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 39% in Q2 2026, selling an estimated $558K and leaving 2,146 shares worth $915K. The position accounts for 0.01% of the portfolio, ranked #1159.

Farther Finance Advisors first reported a position in IWV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.67M in Q4 2024. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Farther Finance Advisors held 2,146 shares of iShares Russell 3000 ETF worth $915K as of Q2 2026.
Farther Finance Advisors sold 1,354 iShares Russell 3000 ETF shares in Q2 2026, an estimated $558K.
iShares Russell 3000 ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1159 holding.
Farther Finance Advisors first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's iShares Russell 3000 ETF position peaked at $1.67M in Q4 2024.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.