GHI
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Gross & Hartman Investments’s iShares Russell 3000 ETF IWV Stock Holding History

Gross & Hartman Investments’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 Hold
2,919
– – 0.55% 19
2026
Q1 		$1.08M Hold
2,919
– – 0.56% 20
2025
Q4 		$1.13M Buy
+2,919
New +$1.12M 0.64% 19

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
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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Gross & Hartman Investments's IWV Position: Q2 2026 in Review

Gross & Hartman Investments held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 2,919 shares worth $1.24M. The position accounts for 0.55% of the portfolio, ranked #19.

Gross & Hartman Investments first reported a position in IWV in Q4 2025 and has held it in 3 quarters since. 879 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Gross & Hartman Investments held 2,919 shares of iShares Russell 3000 ETF worth $1.24M as of Q2 2026.
  • Gross & Hartman Investments left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.55% of Gross & Hartman Investments's portfolio in Q2 2026, its #19 holding.
  • Gross & Hartman Investments first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 879 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.