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GeoWealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

GeoWealth Management’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 		$2.67M Sell
6,271
-28
-0.4% -$11.5K 0.08% 143
2026
Q1 		$2.33M Sell
6,299
-1
-0% -$387 0.08% 144
2025
Q4 		$2.44M Sell
6,300
-35
-0.6% -$13.4K 0.09% 141
2025
Q3 		$2.4M Buy
6,335
+188
+3% +$68.5K 0.09% 147
2025
Q2 		$2.16M Sell
6,147
-245
-4% -$79.6K 0.08% 147
2025
Q1 		$2.03M Buy
6,392
+189
+3% +$63.4K 0.08% 145
2024
Q4 		$2.07M Buy
6,203
+1,485
+31% +$500K 0.07% 181
2024
Q3 		$1.54M Hold
4,718
– – 0.05% 223
2024
Q2 		$1.46M Hold
4,718
– – 0.06% 205
2024
Q1 		$1.42M Buy
+4,718
New +$1.35M 0.05% 232

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

GeoWealth Management's IWV Position: Q2 2026 in Review

GeoWealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 0.44% in Q2 2026, selling an estimated $11.5K and leaving 6,271 shares worth $2.67M. The position accounts for 0.08% of the portfolio, ranked #143.

GeoWealth Management first reported a position in IWV in Q1 2024 and has held it in 10 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • GeoWealth Management held 6,271 shares of iShares Russell 3000 ETF worth $2.67M as of Q2 2026.
  • GeoWealth Management sold 28 iShares Russell 3000 ETF shares in Q2 2026, an estimated $11.5K.
  • iShares Russell 3000 ETF made up 0.08% of GeoWealth Management's portfolio in Q2 2026, its #143 holding.
  • GeoWealth Management first reported a position in iShares Russell 3000 ETF in Q1 2024 and has held it in 10 quarters since.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.