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Global Assets Advisory’s iShares Russell 3000 ETF IWV Stock Holding History

Global Assets Advisory’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 		– Sell
-4,218
Closed -$431K – 447
2026
Q1 		$431K Buy
+4,218
New +$1.63M 0.12% 140

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

Global Assets Advisory's IWV Position: Q2 2026 in Review

Global Assets Advisory sold out of iShares Russell 3000 ETF (IWV) in Q2 2026, closing a stake of 4,218 shares — an estimated $431K sold.

Global Assets Advisory first reported a position in IWV in Q1 2026 and held it in 1 quarter. The position peaked at $431K in Q1 2026. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Global Assets Advisory reported no remaining iShares Russell 3000 ETF position as of Q2 2026 after selling out during the quarter.
  • Global Assets Advisory sold 4,218 iShares Russell 3000 ETF shares in Q2 2026, an estimated $431K.
  • Global Assets Advisory first reported a position in iShares Russell 3000 ETF in Q1 2026 and held it in 1 quarter.
  • Global Assets Advisory's iShares Russell 3000 ETF position peaked at $431K in Q1 2026.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.