Flagship Private Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

Flagship Private Wealth’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	$204K	Buy	+479	New	+$197K	0.07%	112
2021 Q3	–	Sell	-475	Closed	-$123K	–	177
2021 Q2	$123K	Hold	475	–	–	0.09%	90
2021 Q1	$116K	Sell	475 -1	-0.2%	-$232	0.1%	81
2020 Q4	$107K	Buy	+476	New	+$100K	0.1%	81

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

Flagship Private Wealth's IWV Position: Q2 2026 in Review

Flagship Private Wealth opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 479 shares worth $204K. The stake represents 0.07% of the portfolio and ranks #112 among its holdings. This is a return to the name: Flagship Private Wealth previously reported a position in IWV as recently as Q2 2021.

Flagship Private Wealth first reported a position in IWV in Q4 2020 and has held it in 4 quarters since. 913 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Flagship Private Wealth held 479 shares of iShares Russell 3000 ETF worth $204K as of Q2 2026.
iShares Russell 3000 ETF was a new Flagship Private Wealth position in Q2 2026.
iShares Russell 3000 ETF made up 0.07% of Flagship Private Wealth's portfolio in Q2 2026, its #112 holding.
Flagship Private Wealth first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 4 quarters since.
913 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Flagship Private Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.