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Frisch Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

Frisch Financial Group’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 		$334K Hold
783
– – 0.06% 135
2026
Q1 		$290K Hold
783
– – 0.06% 136
2025
Q4 		$303K Hold
783
– – 0.07% 123
2025
Q3 		$297K Hold
783
– – 0.07% 118
2025
Q2 		$275K Hold
783
– – 0.07% 114
2025
Q1 		$249K Hold
783
– – 0.07% 111
2024
Q4 		$262K Hold
783
– – 0.08% 107
2024
Q3 		$256K Hold
783
– – 0.08% 111
2024
Q2 		$242K Hold
783
– – 0.07% 114
2024
Q1 		$235K Hold
783
– – 0.08% 111
2023
Q4 		$214K Buy
+783
New +$200K 0.08% 115
2022
Q2 		– Sell
-783
Closed -$205K – 131
2022
Q1 		$205K Buy
+783
New +$203K 0.07% 138

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

Frisch Financial Group's IWV Position: Q2 2026 in Review

Frisch Financial Group held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 783 shares worth $334K. The position accounts for 0.06% of the portfolio, ranked #135.

Frisch Financial Group first reported a position in IWV in Q1 2022 and has held it in 12 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Frisch Financial Group held 783 shares of iShares Russell 3000 ETF worth $334K as of Q2 2026.
  • Frisch Financial Group left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.06% of Frisch Financial Group's portfolio in Q2 2026, its #135 holding.
  • Frisch Financial Group first reported a position in iShares Russell 3000 ETF in Q1 2022 and has held it in 12 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.