FH
IWV icon

FWG Holdings’s iShares Russell 3000 ETF IWV Stock Holding History

FWG Holdings’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 		$708K Buy
1,684
+362
+27% +$149K 0.25% 71
2026
Q1 		$496K Sell
1,322
-661
-33% -$256K 0.19% 84
2025
Q4 		$779K Sell
1,983
-134
-6% -$51.4K 0.3% 62
2025
Q3 		$825K Sell
2,117
-18
-0.8% -$6.56K 0.36% 51
2025
Q2 		$766K Hold
2,135
– – 0.36% 54
2025
Q1 		$673K Sell
2,135
-25
-1% -$8.38K 0.33% 51
2024
Q4 		$739K Sell
2,160
-1
-0% -$337 0.35% 46
2024
Q3 		$715K Sell
2,161
-6,626
-75% -$2.09M 0.36% 41
2024
Q2 		$2.77M Buy
8,787
+128
+1% +$38.2K 1.39% 15
2024
Q1 		$2.58M Buy
8,659
+524
+6% +$149K 1.38% 15
2023
Q4 		$2.22M Buy
8,135
+830
+11% +$212K 1.32% 15
2023
Q3 		$1.76M Buy
7,305
+110
+2% +$28.1K 1.18% 17
2023
Q2 		$1.86M Buy
7,195
+268
+4% +$64.4K 1.18% 18
2023
Q1 		$1.63M Sell
6,927
-1,930
-22% -$445K 1.18% 17
2022
Q4 		$1.95M Sell
8,857
-157
-2% -$34.9K 1.37% 15
2022
Q3 		$1.87M Buy
9,014
+765
+9% +$176K 1.4% 15
2022
Q2 		$1.79M Buy
8,249
+383
+5% +$90.7K 1.55% 15
2022
Q1 		$2.06M Sell
7,866
-325
-4% -$84.1K 1.6% 13
2021
Q4 		$2.18M Buy
8,191
+134
+2% +$36.3K 1.62% 11
2021
Q3 		$2.05M Buy
8,057
+1,180
+17% +$309K 1.78% 12
2021
Q2 		$1.76M Buy
+6,877
New +$1.71M 1.57% 13

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

FWG Holdings's IWV Position: Q2 2026 in Review

FWG Holdings increased its iShares Russell 3000 ETF (IWV) stake by 27% in Q2 2026, buying an estimated $149K and bringing the position to 1,684 shares worth $708K. The position accounts for 0.25% of the portfolio, ranked #71.

FWG Holdings first reported a position in IWV in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.77M in Q2 2024. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • FWG Holdings held 1,684 shares of iShares Russell 3000 ETF worth $708K as of Q2 2026.
  • FWG Holdings bought 362 iShares Russell 3000 ETF shares in Q2 2026, an estimated $149K.
  • iShares Russell 3000 ETF made up 0.25% of FWG Holdings's portfolio in Q2 2026, its #71 holding.
  • FWG Holdings first reported a position in iShares Russell 3000 ETF in Q2 2021 and has held it in 21 quarters since.
  • FWG Holdings's iShares Russell 3000 ETF position peaked at $2.77M in Q2 2024.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on FWG Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.