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IWV icon

Fluent Financial’s iShares Russell 3000 ETF IWV Stock Holding History

Fluent Financial’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 		$495K Buy
1,160
+16
+1% +$6.59K 0.18% 48
2026
Q1 		$447K Buy
1,144
+54
+5% +$20.9K 0.16% 38
2025
Q4 		$422K Sell
1,090
-56
-5% -$21.5K 0.16% 50
2025
Q3 		$434K Buy
1,146
+19
+2% +$6.93K 0.17% 58
2025
Q2 		$396K Buy
1,127
+6
+0.5% +$1.95K 0.16% 54
2025
Q1 		$356K Buy
1,121
+23
+2% +$7.71K 0.16% 51
2024
Q4 		$367K Sell
1,098
-3
-0.3% -$1.01K 0.16% 49
2024
Q3 		$360K Buy
1,101
+6
+0.5% +$1.89K 0.17% 52
2024
Q2 		$338K Buy
1,095
+34
+3% +$10.1K 0.17% 59
2024
Q1 		$318K Buy
1,061
+25
+2% +$7.13K 0.18% 66
2023
Q4 		$284K Sell
1,036
-38
-4% -$9.69K 0.17% 62
2023
Q3 		$263K Buy
1,074
+11
+1% +$2.81K 0.14% 69
2023
Q2 		$271K Buy
1,063
+18
+2% +$4.33K 0.18% 66
2023
Q1 		$246K Buy
1,045
+4
+0.4% +$923 0.17% 56
2022
Q4 		$230K Buy
1,041
+47
+5% +$10.4K 0.14% 70
2022
Q3 		$206K Buy
+994
New +$229K 0.11% 63
2022
Q2 		– Sell
-904
Closed -$238K – 68
2022
Q1 		$238K Buy
904
+110
+14% +$28.5K 0.1% 65
2021
Q4 		$220K Sell
794
-89
-10% -$24.1K 0.09% 59
2021
Q3 		$225K Buy
+883
New +$231K 0.1% 58
2018
Q4 		– Sell
-1,346
Closed -$232K – 75
2018
Q3 		$232K Buy
+1,346
New +$228K 0.15% 72

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

Fluent Financial's IWV Position: Q2 2026 in Review

Fluent Financial increased its iShares Russell 3000 ETF (IWV) stake by 1.4% in Q2 2026, buying an estimated $6.59K and bringing the position to 1,160 shares worth $495K. The position accounts for 0.18% of the portfolio, ranked #48.

Fluent Financial first reported a position in IWV in Q3 2018 and has held it in 20 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Fluent Financial held 1,160 shares of iShares Russell 3000 ETF worth $495K as of Q2 2026.
  • Fluent Financial bought 16 iShares Russell 3000 ETF shares in Q2 2026, an estimated $6.59K.
  • iShares Russell 3000 ETF made up 0.18% of Fluent Financial's portfolio in Q2 2026, its #48 holding.
  • Fluent Financial first reported a position in iShares Russell 3000 ETF in Q3 2018 and has held it in 20 quarters since.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Fluent Financial's 13F filing for Q2 2026, filed 9 Jul 2026.