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Gould Capital’s iShares Russell 3000 ETF IWV Stock Holding History

Gould Capital’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 		$101K Hold
238
– – 0.06% 71
2026
Q1 		$88.2K Hold
238
– – 0.05% 67
2025
Q4 		$92.1K Sell
238
-93
-28% -$35.7K 0.06% 66
2025
Q3 		$125K Sell
331
-673
-67% -$245K 0.08% 61
2025
Q2 		$352K Sell
1,004
-22
-2% -$7.15K 0.24% 46
2025
Q1 		$326K Sell
1,026
-263
-20% -$88.2K 0.23% 48
2024
Q4 		$431K Buy
1,289
+99
+8% +$33.3K 0.3% 47
2024
Q3 		$389K Buy
1,190
+87
+8% +$27.4K 0.26% 47
2024
Q2 		$340K Sell
1,103
-166
-13% -$49.5K 0.24% 48
2024
Q1 		$381K Sell
1,269
-30
-2% -$8.56K 0.27% 47
2023
Q4 		$356K Sell
1,299
-19
-1% -$4.84K 0.26% 47
2023
Q3 		$323K Sell
1,318
-200
-13% -$51.1K 0.26% 47
2023
Q2 		$386K Sell
1,518
-95
-6% -$22.8K 0.3% 47
2023
Q1 		$380K Sell
1,613
-1,903
-54% -$439K 0.29% 47
2022
Q4 		$776K Buy
3,516
+1,920
+120% +$427K 0.62% 38
2022
Q3 		$330K Sell
1,596
-7
-0.4% -$1.61K 0.29% 46
2022
Q2 		$348K Buy
1,603
+7
+0.4% +$1.66K 0.28% 47
2022
Q1 		$419K Sell
1,596
-873
-35% -$226K 0.3% 47
2021
Q4 		$685K Buy
+2,469
New +$669K 0.48% 45

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

Gould Capital's IWV Position: Q2 2026 in Review

Gould Capital held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 238 shares worth $101K. The position accounts for 0.06% of the portfolio, ranked #71.

Gould Capital first reported a position in IWV in Q4 2021 and has held it in 19 quarters since. The position peaked at $776K in Q4 2022. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Gould Capital held 238 shares of iShares Russell 3000 ETF worth $101K as of Q2 2026.
  • Gould Capital left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.06% of Gould Capital's portfolio in Q2 2026, its #71 holding.
  • Gould Capital first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 19 quarters since.
  • Gould Capital's iShares Russell 3000 ETF position peaked at $776K in Q4 2022.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Gould Capital's 13F filing for Q2 2026, filed 7 Aug 2026.