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Focus Partners Advisor Solutions’s iShares Russell 3000 ETF IWV Stock Holding History

Focus Partners Advisor Solutions’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 		$4.8M Buy
11,267
+6,263
+125% +$2.58M 0.04% 195
2026
Q1 		$1.85M Sell
5,004
-6,289
-56% -$2.43M 0.02% 372
2025
Q4 		$4.37M Sell
11,293
-5,733
-34% -$2.2M 0.05% 168
2025
Q3 		$6.55M Buy
17,026
+4,485
+36% +$1.64M 0.07% 138
2025
Q2 		$4.4M Sell
12,541
-95
-0.8% -$30.9K 0.06% 159
2025
Q1 		$4.01M Buy
12,636
+3,200
+34% +$1.07M 0.06% 157
2024
Q4 		$3.15M Sell
9,436
-4,318
-31% -$1.45M 0.05% 163
2024
Q3 		$4.49M Sell
13,754
-433
-3% -$136K 0.09% 107
2024
Q2 		$4.38M Buy
14,187
+11
+0.1% +$3.28K 0.11% 90
2024
Q1 		$4.25M Buy
14,176
+12,175
+608% +$3.47M 0.12% 94
2023
Q4 		$548K Sell
2,001
-193
-9% -$49.2K 0.03% 241
2023
Q3 		$538K Buy
2,194
+26
+1% +$6.64K 0.03% 240
2023
Q2 		$552K Buy
2,168
+120
+6% +$28.9K 0.03% 207
2023
Q1 		$482K Buy
2,048
+96
+5% +$22.2K 0.03% 204
2022
Q4 		$431K Buy
1,952
+116
+6% +$25.8K 0.03% 212
2022
Q3 		$380K Buy
1,836
+324
+21% +$74.5K 0.02% 266
2022
Q2 		$329K Sell
1,512
-1,548
-51% -$367K 0.03% 243
2022
Q1 		$802K Buy
+3,060
New +$792K 0.08% 125

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

Focus Partners Advisor Solutions's IWV Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares Russell 3000 ETF (IWV) stake by 125% in Q2 2026, buying an estimated $2.58M and bringing the position to 11,267 shares worth $4.8M. The position accounts for 0.04% of the portfolio, ranked #195.

Focus Partners Advisor Solutions first reported a position in IWV in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.55M in Q3 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Focus Partners Advisor Solutions held 11,267 shares of iShares Russell 3000 ETF worth $4.8M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 6,263 iShares Russell 3000 ETF shares in Q2 2026, an estimated $2.58M.
  • iShares Russell 3000 ETF made up 0.04% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #195 holding.
  • Focus Partners Advisor Solutions first reported a position in iShares Russell 3000 ETF in Q1 2022 and has held it in 18 quarters since.
  • Focus Partners Advisor Solutions's iShares Russell 3000 ETF position peaked at $6.55M in Q3 2025.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.