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Financial Connections Group’s iShares Russell 3000 ETF IWV Stock Holding History

Financial Connections Group’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 		$44K Hold
120
– – 0.02% 117
2025
Q4 		$46K Hold
120
– – 0.02% 112
2025
Q3 		$45K Hold
120
– – 0.02% 114
2025
Q2 		$42K Hold
120
– – 0.02% 113
2025
Q1 		$38K Hold
120
– – 0.02% 108
2024
Q4 		$40K Hold
120
– – 0.02% 100
2024
Q3 		$39K Hold
120
– – 0.02% 102
2024
Q2 		$37K Buy
+120
New +$35.8K 0.02% 112
2024
Q1 		– Sell
-120
Closed -$32K – 218
2023
Q4 		$32K Buy
+120
New +$30.6K 0.02% 122
2023
Q3 		– Sell
-120
Closed -$30K – 181
2023
Q2 		$30K Hold
120
– – 0.02% 133
2023
Q1 		$28K Hold
120
– – 0.02% 115
2022
Q4 		$26K Hold
120
– – 0.02% 118
2022
Q3 		$24K Hold
120
– – 0.02% 102
2022
Q2 		$26K Hold
120
– – 0.02% 130
2022
Q1 		$31K Hold
120
– – 0.03% 126
2021
Q4 		$33K Buy
+120
New +$32.5K 0.03% 125

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Connections Group's IWV Position: Q1 2026 in Review

Financial Connections Group held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 120 shares worth $44K. The position accounts for 0.02% of the portfolio, ranked #117.

Financial Connections Group first reported a position in IWV in Q4 2021 and has held it in 16 quarters since. The position peaked at $46K in Q4 2025. 868 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Financial Connections Group held 120 shares of iShares Russell 3000 ETF worth $44K as of Q1 2026.
  • Financial Connections Group left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
  • iShares Russell 3000 ETF made up 0.02% of Financial Connections Group's portfolio in Q1 2026, its #117 holding.
  • Financial Connections Group first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 16 quarters since.
  • Financial Connections Group's iShares Russell 3000 ETF position peaked at $46K in Q4 2025.
  • 868 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.