Fiduciary Alliance’s iShares Russell 3000 ETF IWV Stock Holding History

Fiduciary Alliance’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	–	Sell	-1,661	Closed	-$662K	–	564
2026 Q1	$662K	Hold	1,661	–	–	0.04%	327
2025 Q4	$642K	Sell	1,661 -39	-2%	-$15K	0.04%	302
2025 Q3	$644K	Hold	1,700	–	–	0.04%	299
2025 Q2	$597K	Buy	+1,700	New	+$552K	0.04%	302
2023 Q3	–	Sell	-278	Closed	-$70.7K	–	558
2023 Q2	$70.7K	Buy	+278	New	+$66.9K	0.02%	265
2023 Q1	–	Sell	-276	Closed	-$61K	–	500
2022 Q4	$61K	Buy	+276	New	+$61.3K	0.02%	208

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

Fiduciary Alliance's IWV Position: Q2 2026 in Review

Fiduciary Alliance sold out of iShares Russell 3000 ETF (IWV) in Q2 2026, closing a stake of 1,661 shares — an estimated $662K sold.

Fiduciary Alliance first reported a position in IWV in Q4 2022 and held it in 6 quarters. The position peaked at $662K in Q1 2026. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Fiduciary Alliance reported no remaining iShares Russell 3000 ETF position as of Q2 2026 after selling out during the quarter.
Fiduciary Alliance sold 1,661 iShares Russell 3000 ETF shares in Q2 2026, an estimated $662K.
Fiduciary Alliance first reported a position in iShares Russell 3000 ETF in Q4 2022 and held it in 6 quarters.
Fiduciary Alliance's iShares Russell 3000 ETF position peaked at $662K in Q1 2026.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.