Great Valley Advisor Group’s iShares Russell 3000 ETF IWV Stock Holding History

Great Valley Advisor Group’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	$1.62M	Buy	3,799 +105	+3%	+$43.3K	0.03%	454
2026 Q1	$1.37M	Buy	3,694 +463	+14%	+$179K	0.02%	454
2025 Q4	$1.25M	Buy	3,231 +574	+22%	+$220K	0.02%	437
2025 Q3	$1.01M	Buy	2,657 +206	+8%	+$75.1K	0.02%	472
2025 Q2	$860K	Buy	2,451 +93	+4%	+$30.2K	0.02%	481
2025 Q1	$749K	Buy	2,358 +1,561	+196%	+$523K	0.02%	504
2024 Q4	$266K	Buy	+797	New	+$268K	0.01%	725

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

Great Valley Advisor Group's IWV Position: Q2 2026 in Review

Great Valley Advisor Group increased its iShares Russell 3000 ETF (IWV) stake by 2.8% in Q2 2026, buying an estimated $43.3K and bringing the position to 3,799 shares worth $1.62M. The position accounts for 0.03% of the portfolio, ranked #454.

Great Valley Advisor Group first reported a position in IWV in Q4 2024 and has held it in 7 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Great Valley Advisor Group held 3,799 shares of iShares Russell 3000 ETF worth $1.62M as of Q2 2026.
Great Valley Advisor Group bought 105 iShares Russell 3000 ETF shares in Q2 2026, an estimated $43.3K.
iShares Russell 3000 ETF made up 0.03% of Great Valley Advisor Group's portfolio in Q2 2026, its #454 holding.
Great Valley Advisor Group first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.