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Flagship Harbor Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Flagship Harbor 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 		$360K Buy
845
+1
+0.1% +$412 0.01% 592
2026
Q1 		$313K Buy
844
+124
+17% +$48K 0.01% 583
2025
Q4 		$279K Buy
720
+7
+1% +$2.69K 0.01% 582
2025
Q3 		$270K Hold
713
– – 0.01% 674
2025
Q2 		$250K Hold
713
– – 0.01% 660
2025
Q1 		$226K Hold
713
– – 0.01% 671
2024
Q4 		$238K Hold
713
– – 0.01% 637
2024
Q3 		$233K Sell
713
-200
-22% -$63K 0.01% 643
2024
Q2 		$282K Hold
913
– – 0.02% 555
2024
Q1 		$274K Sell
913
-265
-22% -$75.6K 0.02% 548
2023
Q4 		$322K Sell
1,178
-24
-2% -$6.12K 0.02% 473
2023
Q3 		$295K Hold
1,202
– – 0.02% 472
2023
Q2 		$306K Hold
1,202
– – 0.03% 470
2023
Q1 		$283K Hold
1,202
– – 0.03% 498
2022
Q4 		$265K Hold
1,202
– – 0.03% 495
2022
Q3 		$249K Hold
1,202
– – 0.03% 491
2022
Q2 		$261K Hold
1,202
– – 0.03% 494
2022
Q1 		$315K Sell
1,202
-91
-7% -$23.6K 0.03% 465
2021
Q4 		$359K Buy
1,293
+115
+10% +$31.2K 0.03% 453
2021
Q3 		$301K Hold
1,178
– – 0.03% 485
2021
Q2 		$301K Buy
1,178
+21
+2% +$5.24K 0.03% 486
2021
Q1 		$274K Hold
1,157
– – 0.03% 502
2020
Q4 		$259K Buy
1,157
+672
+139% +$141K 0.03% 464
2020
Q3 		$94K Sell
485
-30
-6% -$5.8K 0.01% 674
2020
Q2 		$92K Buy
515
+28
+6% +$4.74K 0.01% 676
2020
Q1 		$72K Sell
487
-200
-29% -$35.6K 0.01% 656
2019
Q4 		$129K Hold
687
– – 0.02% 552
2019
Q3 		$119K Hold
687
– – 0.02% 539
2019
Q2 		$118K Hold
687
– – 0.02% 528
2019
Q1 		$114K Hold
687
– – 0.02% 528
2018
Q4 		$100K Hold
687
– – 0.02% 516
2018
Q3 		$119K Buy
687
+30
+5% +$5.08K 0.02% 546
2018
Q2 		$106K Buy
+657
New +$106K 0.02% 562

Other funds holding IWV

Goldman Sachs
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
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
Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Flagship Harbor Advisors's IWV Position: Q2 2026 in Review

Flagship Harbor Advisors increased its iShares Russell 3000 ETF (IWV) stake by 0.12% in Q2 2026, buying an estimated $412 and bringing the position to 845 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #592.

Flagship Harbor Advisors first reported a position in IWV in Q2 2018 and has held it in 33 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Flagship Harbor Advisors held 845 shares of iShares Russell 3000 ETF worth $360K as of Q2 2026.
  • Flagship Harbor Advisors bought 1 iShares Russell 3000 ETF share in Q2 2026, an estimated $412.
  • iShares Russell 3000 ETF made up 0.01% of Flagship Harbor Advisors's portfolio in Q2 2026, its #592 holding.
  • Flagship Harbor Advisors first reported a position in iShares Russell 3000 ETF in Q2 2018 and has held it in 33 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.