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

Glass Jacobson 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	$46.9K	Hold	110	–	–	0.01%	338
2026 Q1	$40.8K	Hold	110	–	–	0.01%	341
2025 Q4	$42.6K	Hold	110	–	–	0.02%	328
2025 Q3	$41.7K	Hold	110	–	–	0.02%	323
2025 Q2	$38.6K	Sell	110 -116	-51%	-$37.7K	0.01%	316
2025 Q1	$75.5K	Hold	226	–	–	0.02%	326
2024 Q4	$75.5K	Hold	226	–	–	0.02%	326
2024 Q3	$73.8K	Hold	226	–	–	0.02%	312
2024 Q2	$69.8K	Hold	226	–	–	0.03%	309
2024 Q1	$67.8K	Hold	226	–	–	0.03%	313
2023 Q4	$61.9K	Sell	226 -56	-20%	-$14.3K	0.03%	314
2023 Q3	$69.2K	Hold	282	–	–	0.03%	299
2023 Q2	$71.9K	Buy	+282	New	+$67.8K	0.03%	297
2022 Q4	$62.2K	Buy	+282	New	+$62.7K	0.03%	315

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

Glass Jacobson Investment Advisors's IWV Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 110 shares worth $46.9K. The position accounts for 0.01% of the portfolio, ranked #338.

Glass Jacobson Investment Advisors first reported a position in IWV in Q4 2022 and has held it in 14 quarters since. The position peaked at $75.5K in Q1 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Glass Jacobson Investment Advisors held 110 shares of iShares Russell 3000 ETF worth $46.9K as of Q2 2026.
Glass Jacobson Investment Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #338 holding.
Glass Jacobson Investment Advisors first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's iShares Russell 3000 ETF position peaked at $75.5K in Q1 2025.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.