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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 Sell
2,517
-963,475
-100% -$397M 0.04% 109
2026
Q1 		$2.61K Buy
965,992
+963,386
+36,968% +$373M ﹤0.01% 340
2025
Q4 		$1.01M Buy
+2,606
New +$1M 0.03% 97
2025
Q3 		– Sell
-988,203
Closed -$124K – 326
2025
Q2 		$124K Buy
988,203
+985,106
+31,808% +$320M ﹤0.01% 313
2025
Q1 		$984K Buy
+3,097
New +$1.04M 0.03% 86

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

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

Gallagher Fiduciary Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 100% in Q2 2026, selling an estimated $397M and leaving 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. 906 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 sold 963,475 iShares Russell 3000 ETF shares in Q2 2026, an estimated $397M.
  • 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.
  • 906 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.