Forvis Mazars Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Forvis Mazars Wealth 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	$22.3M	Buy	52,369 +2,678	+5%	+$1.1M	0.37%	35
2026 Q1	$18.4M	Sell	49,691 -104	-0.2%	-$40.2K	0.35%	37
2025 Q4	$19.3M	Sell	49,795 -367	-0.7%	-$141K	0.36%	37
2025 Q3	$19M	Sell	50,162 -789	-2%	-$288K	0.38%	39
2025 Q2	$17.9M	Sell	50,951 -524	-1%	-$170K	0.39%	39
2025 Q1	$16.4M	Sell	51,475 -2,101	-4%	-$704K	0.39%	40
2024 Q4	$17.9M	Sell	53,576 -1,308	-2%	-$440K	0.41%	39
2024 Q3	$17.9M	Sell	54,884 -1,237	-2%	-$389K	0.41%	40
2024 Q2	$17.3M	Buy	56,121 +105	+0.2%	+$31.3K	0.43%	40
2024 Q1	$16.8M	Sell	56,016 -362	-0.6%	-$103K	0.43%	41
2023 Q4	$15.4M	Sell	56,378 -579	-1%	-$148K	0.43%	40
2023 Q3	$14M	Sell	56,957 -144	-0.3%	-$36.8K	0.42%	41
2023 Q2	$14.5M	Sell	57,101 -1,792	-3%	-$431K	0.43%	41
2023 Q1	$13.9M	Sell	58,893 -1,477	-2%	-$341K	0.45%	39
2022 Q4	$13.3M	Buy	60,370 +677	+1%	+$150K	0.47%	40
2022 Q3	$12.4M	Buy	59,693 +871	+1%	+$200K	0.5%	38
2022 Q2	$12.8M	Buy	58,822 +25,986	+79%	+$6.15M	0.52%	34
2022 Q1	$8.62M	Buy	32,836 +519	+2%	+$134K	0.36%	34
2021 Q4	$8.97M	Hold	32,317	–	–	0.38%	32
2021 Q3	$8.24M	Hold	32,317	–	–	0.38%	33
2021 Q2	$8.27M	Sell	32,317 -45	-0.1%	-$11.2K	0.38%	33
2021 Q1	$7.68M	Sell	32,362 -570	-2%	-$132K	0.38%	32
2020 Q4	$7.36M	Buy	32,932 +1,730	+6%	+$363K	0.37%	33
2020 Q3	$6.11M	Sell	31,202 -249	-0.8%	-$48.2K	0.36%	35
2020 Q2	$5.66M	Sell	31,451 -608	-2%	-$103K	0.37%	35
2020 Q1	$4.75M	Sell	32,059 -326	-1%	-$58K	0.39%	33
2019 Q4	$6.1M	Sell	32,385 -800	-2%	-$144K	0.44%	29
2019 Q3	$5.77M	Sell	33,185 -1,074	-3%	-$186K	0.46%	24
2019 Q2	$5.91M	Sell	34,259 -5,566	-14%	-$944K	0.48%	24
2019 Q1	$6.64M	Buy	39,825 +600	+2%	+$96.3K	0.55%	25
2018 Q4	$5.76M	Buy	39,225 +16	+0%	+$2.54K	0.59%	23
2018 Q3	$6.76M	Sell	39,209 -750	-2%	-$127K	0.59%	21
2018 Q2	$6.49M	Sell	39,959 -30	-0.1%	-$4.82K	0.63%	20
2018 Q1	$6.25M	Sell	39,989 -105	-0.3%	-$17K	0.63%	17
2017 Q4	$6.34M	Sell	40,094 -631	-2%	-$97.3K	0.63%	18
2017 Q3	$6.08M	Sell	40,725 -2,131	-5%	-$311K	0.67%	17
2017 Q2	$6.17M	Sell	42,856 -1,453	-3%	-$207K	0.7%	18
2017 Q1	$6.2M	Sell	44,309 -1,002	-2%	-$138K	0.76%	16
2016 Q4	$6.03M	Sell	45,311 -70	-0.2%	-$9.07K	0.79%	17
2016 Q3	$5.82M	Sell	45,381 -150	-0.3%	-$19.2K	0.81%	18
2016 Q2	$5.65M	Sell	45,531 -465	-1%	-$56.8K	0.84%	19
2016 Q1	$5.56M	Sell	45,996 -378	-0.8%	-$43.2K	0.89%	17
2015 Q4	$5.58M	Sell	46,374 -212	-0.5%	-$25.8K	0.84%	17
2015 Q3	$5.31M	Sell	46,586 -306	-0.7%	-$37K	0.93%	15
2015 Q2	$5.81M	Sell	46,892 -179	-0.4%	-$22.5K	0.87%	18
2015 Q1	$5.83M	Sell	47,071 -1,423	-3%	-$175K	0.84%	19
2014 Q4	$5.93M	Buy	48,494 +199	+0.4%	+$23.8K	0.97%	17
2014 Q3	$5.64M	Sell	48,295 -1,192	-2%	-$140K	0.97%	18
2014 Q2	$5.83M	Sell	49,487 -6,409	-11%	-$729K	0.99%	18
2014 Q1	$6.27M	Sell	55,896 -763	-1%	-$84.2K	1.11%	18
2013 Q4	$6.27M	Sell	56,659 -997	-2%	-$106K	1.16%	17
2013 Q3	$5.83M	Buy	+57,656	New	+$5.78M	1.2%	17

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

Forvis Mazars Wealth Advisors's IWV Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its iShares Russell 3000 ETF (IWV) stake by 5.4% in Q2 2026, buying an estimated $1.1M and bringing the position to 52,369 shares worth $22.3M. The position accounts for 0.37% of the portfolio, ranked #35.

Forvis Mazars Wealth Advisors first reported a position in IWV in Q3 2013 and has held it in 52 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Forvis Mazars Wealth Advisors held 52,369 shares of iShares Russell 3000 ETF worth $22.3M as of Q2 2026.
Forvis Mazars Wealth Advisors bought 2,678 iShares Russell 3000 ETF shares in Q2 2026, an estimated $1.1M.
iShares Russell 3000 ETF made up 0.37% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q3 2013 and has held it in 52 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.