GSG Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

GSG 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	$221K	Buy	+517	New	+$213K	0.05%	139
2026 Q1	–	Sell	-517	Closed	-$200K	–	140
2025 Q4	$200K	Buy	+517	New	+$198K	0.05%	131
2024 Q3	–	Sell	-749	Closed	-$232K	–	114
2024 Q2	$232K	Hold	749	–	–	0.08%	99
2024 Q1	$223K	Sell	749 -291	-28%	-$83K	0.08%	97
2023 Q4	$280K	Buy	+1,040	New	+$265K	0.11%	87

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

GSG Advisors's IWV Position: Q2 2026 in Review

GSG Advisors opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 517 shares worth $221K. The stake represents 0.05% of the portfolio and ranks #139 among its holdings. This is a return to the name: GSG Advisors previously reported a position in IWV as recently as Q4 2025.

GSG Advisors first reported a position in IWV in Q4 2023 and has held it in 5 quarters since. The position peaked at $280K in Q4 2023. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

GSG Advisors held 517 shares of iShares Russell 3000 ETF worth $221K as of Q2 2026.
iShares Russell 3000 ETF was a new GSG Advisors position in Q2 2026.
iShares Russell 3000 ETF made up 0.05% of GSG Advisors's portfolio in Q2 2026, its #139 holding.
GSG Advisors first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 5 quarters since.
GSG Advisors's iShares Russell 3000 ETF position peaked at $280K in Q4 2023.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on GSG Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.