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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
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

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fiduciary Alliance's IWV Position: Q1 2026 in Review

Fiduciary Alliance held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 1,661 shares worth $662K. The position accounts for 0.04% of the portfolio, ranked #327.

Fiduciary Alliance first reported a position in IWV in Q4 2022 and has held it in 6 quarters since. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Fiduciary Alliance held 1,661 shares of iShares Russell 3000 ETF worth $662K as of Q1 2026.
  • Fiduciary Alliance left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
  • iShares Russell 3000 ETF made up 0.04% of Fiduciary Alliance's portfolio in Q1 2026, its #327 holding.
  • Fiduciary Alliance first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 6 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.