Gallagher Fiduciary Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Gallagher Fiduciary 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	$1.07M	Buy	2,517 +2,510	+35,857%	+$1.03M	0.04%	109
2026 Q1	$2.61K	Sell	7 -2,599	-100%	-$1.01M	﹤0.01%	340
2025 Q4	$1.01M	Buy	+2,606	New	+$1M	0.03%	97
2025 Q3	–	Sell	-353	Closed	-$124K	–	326
2025 Q2	$124K	Sell	353 -2,744	-89%	-$891K	﹤0.01%	313
2025 Q1	$984K	Buy	+3,097	New	+$1.04M	0.03%	86

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

Gallagher Fiduciary Advisors's IWV Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its iShares Russell 3000 ETF (IWV) stake by 35,857% in Q2 2026, buying an estimated $1.03M and bringing the position to 2,517 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #109.

Gallagher Fiduciary Advisors first reported a position in IWV in Q1 2025 and has held it in 5 quarters since. 913 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Gallagher Fiduciary Advisors held 2,517 shares of iShares Russell 3000 ETF worth $1.07M as of Q2 2026.
Gallagher Fiduciary Advisors bought 2,510 iShares Russell 3000 ETF shares in Q2 2026, an estimated $1.03M.
iShares Russell 3000 ETF made up 0.04% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #109 holding.
Gallagher Fiduciary Advisors first reported a position in iShares Russell 3000 ETF in Q1 2025 and has held it in 5 quarters since.
913 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.