GC Wealth Management RIA’s iShares Russell 3000 ETF IWV Stock Holding History

GC Wealth Management RIA’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	$3M	Sell	7,027 -7	-0.1%	-$2.88K	0.17%	111
2026 Q1	$2.61M	Buy	7,034 +2,486	+55%	+$962K	0.11%	134
2025 Q4	$1.76M	Hold	4,548	–	–	0.06%	174
2025 Q3	$1.72M	Sell	4,548 -101	-2%	-$36.8K	0.06%	234
2025 Q2	$1.63M	Sell	4,649 -6	-0.1%	-$1.95K	0.13%	156
2025 Q1	$1.48M	Sell	4,655 -20	-0.4%	-$6.71K	0.27%	84
2024 Q4	$1.56M	Sell	4,675 -100	-2%	-$33.7K	0.27%	78
2024 Q3	$1.56M	Sell	4,775 -34	-0.7%	-$10.7K	0.27%	78
2024 Q2	$1.48M	Hold	4,809	–	–	0.29%	68
2024 Q1	$1.44M	Buy	4,809 +186	+4%	+$53.1K	0.29%	70
2023 Q4	$1.27M	Buy	+4,623	New	+$1.18M	0.57%	46

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

GC Wealth Management RIA's IWV Position: Q2 2026 in Review

GC Wealth Management RIA reduced its iShares Russell 3000 ETF (IWV) stake by 0.1% in Q2 2026, selling an estimated $2.88K and leaving 7,027 shares worth $3M. The position accounts for 0.17% of the portfolio, ranked #111.

GC Wealth Management RIA first reported a position in IWV in Q4 2023 and has held it in 11 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

GC Wealth Management RIA held 7,027 shares of iShares Russell 3000 ETF worth $3M as of Q2 2026.
GC Wealth Management RIA sold 7 iShares Russell 3000 ETF shares in Q2 2026, an estimated $2.88K.
iShares Russell 3000 ETF made up 0.17% of GC Wealth Management RIA's portfolio in Q2 2026, its #111 holding.
GC Wealth Management RIA first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 11 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.