Frank Rimerman Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Frank Rimerman 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	$624K	Sell	1,463 -1,515	-51%	-$624K	0.04%	360
2026 Q1	$1.1M	Hold	2,978	–	–	0.07%	224
2025 Q4	$1.15M	Hold	2,978	–	–	0.07%	208
2025 Q3	$1.13M	Hold	2,978	–	–	0.07%	211
2025 Q2	$1.05M	Sell	2,978 -1,450	-33%	-$471K	0.07%	205
2025 Q1	$1.41M	Buy	4,428 +2,965	+203%	+$994K	0.11%	151
2024 Q4	$489K	Hold	1,463	–	–	0.04%	315
2024 Q3	$478K	Hold	1,463	–	–	0.03%	333
2024 Q2	$452K	Hold	1,463	–	–	0.03%	359
2024 Q1	$439K	Buy	1,463 +358	+32%	+$102K	0.08%	64
2023 Q4	$302K	Hold	1,105	–	–	0.06%	82
2023 Q3	$271K	Hold	1,105	–	–	0.07%	81
2023 Q2	$281K	Hold	1,105	–	–	0.07%	85
2023 Q1	$260K	Buy	+1,105	New	+$255K	0.07%	90

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

Frank Rimerman Advisors's IWV Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 51% in Q2 2026, selling an estimated $624K and leaving 1,463 shares worth $624K. The position accounts for 0.04% of the portfolio, ranked #360.

Frank Rimerman Advisors first reported a position in IWV in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.41M in Q1 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Frank Rimerman Advisors held 1,463 shares of iShares Russell 3000 ETF worth $624K as of Q2 2026.
Frank Rimerman Advisors sold 1,515 iShares Russell 3000 ETF shares in Q2 2026, an estimated $624K.
iShares Russell 3000 ETF made up 0.04% of Frank Rimerman Advisors's portfolio in Q2 2026, its #360 holding.
Frank Rimerman Advisors first reported a position in iShares Russell 3000 ETF in Q1 2023 and has held it in 14 quarters since.
Frank Rimerman Advisors's iShares Russell 3000 ETF position peaked at $1.41M in Q1 2025.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.