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GHP Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

GHP Investment 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 		$1.24M Buy
2,910
+1
+0% +$412 0.05% 272
2026
Q1 		$1.08M Sell
2,909
-259
-8% -$100K 0.04% 276
2025
Q4 		$1.23M Buy
3,168
+1
+0% +$384 0.05% 269
2025
Q3 		$1.2M Hold
3,167
– – 0.05% 263
2025
Q2 		$1.11M Hold
3,167
– – 0.05% 260
2025
Q1 		$1.01M Buy
3,167
+1
+0% +$335 0.05% 266
2024
Q4 		$1.06M Buy
3,166
+1
+0% +$337 0.05% 266
2024
Q3 		$1.03M Hold
3,165
– – 0.05% 263
2024
Q2 		$977K Buy
3,165
+1
+0% +$298 0.05% 266
2024
Q1 		$950K Hold
3,164
– – 0.05% 271
2023
Q4 		$866K Buy
3,164
+1
+0% +$255 0.05% 273
2023
Q3 		$780K Hold
3,163
– – 0.05% 272
2023
Q2 		$809K Buy
3,163
+1
+0% +$240 0.05% 278
2023
Q1 		$744K Sell
3,162
-128
-4% -$29.5K 0.05% 275
2022
Q4 		$726K Buy
3,290
+2
+0.1% +$444 0.05% 275
2022
Q3 		$681K Hold
3,288
– – 0.05% 267
2022
Q2 		$715K Buy
3,288
+1
+0% +$237 0.05% 262
2022
Q1 		$862K Buy
3,287
+1
+0% +$259 0.06% 256
2021
Q4 		$912K Buy
3,286
+2
+0.1% +$542 0.06% 218
2021
Q3 		$837K Hold
3,284
– – 0.07% 210
2021
Q2 		$840K Buy
3,284
+2
+0.1% +$499 0.07% 202
2021
Q1 		$779K Hold
3,282
– – 0.07% 205
2020
Q4 		$734K Buy
3,282
+1
+0% +$210 0.07% 200
2020
Q3 		$642K Buy
3,281
+1
+0% +$193 0.07% 205
2020
Q2 		$591K Sell
3,280
-148
-4% -$25.1K 0.07% 207
2020
Q1 		$508K Hold
3,428
– – 0.08% 213
2019
Q4 		$646K Buy
3,428
+3
+0.1% +$541 0.07% 220
2019
Q3 		$595K Hold
3,425
– – 0.07% 220
2019
Q2 		$590K Buy
3,425
+2
+0.1% +$339 0.07% 222
2019
Q1 		$571K Buy
3,423
+1
+0% +$160 0.07% 217
2018
Q4 		$503K Buy
3,422
+3
+0.1% +$477 0.08% 216
2018
Q3 		$589K Sell
3,419
-154
-4% -$26.1K 0.08% 215
2018
Q2 		$580K Buy
3,573
+155
+5% +$24.9K 0.08% 213
2018
Q1 		$534K Sell
3,418
-254
-7% -$41K 0.08% 224
2017
Q4 		$581K Buy
3,672
+5
+0.1% +$771 0.08% 218
2017
Q3 		$547K Buy
3,667
+2
+0.1% +$292 0.08% 221
2017
Q2 		$528K Hold
3,665
– – 0.08% 221
2017
Q1 		$513K Buy
3,665
+2
+0.1% +$276 0.09% 219
2016
Q4 		$487K Buy
3,663
+5
+0.1% +$648 0.09% 219
2016
Q3 		$469K Buy
3,658
+2
+0.1% +$255 0.1% 214
2016
Q2 		$453K Hold
3,656
– – 0.1% 214
2016
Q1 		$442K Buy
3,656
+6
+0.2% +$686 0.1% 212
2015
Q4 		$439K Buy
3,650
+2
+0.1% +$243 0.11% 204
2015
Q3 		$415K Buy
3,648
+354
+11% +$42.9K 0.11% 195
2015
Q2 		$408K Buy
+3,294
New +$415K 0.1% 202

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

GHP Investment Advisors's IWV Position: Q2 2026 in Review

GHP Investment Advisors increased its iShares Russell 3000 ETF (IWV) stake by 0.03% in Q2 2026, buying an estimated $412 and bringing the position to 2,910 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #272.

GHP Investment Advisors first reported a position in IWV in Q2 2015 and has held it in 45 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • GHP Investment Advisors held 2,910 shares of iShares Russell 3000 ETF worth $1.24M as of Q2 2026.
  • GHP Investment Advisors bought 1 iShares Russell 3000 ETF share in Q2 2026, an estimated $412.
  • iShares Russell 3000 ETF made up 0.05% of GHP Investment Advisors's portfolio in Q2 2026, its #272 holding.
  • GHP Investment Advisors first reported a position in iShares Russell 3000 ETF in Q2 2015 and has held it in 45 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.