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GWN Securities’s iShares Russell 3000 ETF IWV Stock Holding History

GWN Securities’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 		$209K Buy
+491
New +$202K 0.04% 473
2025
Q2 		– Sell
-629
Closed -$210K – 560
2025
Q1 		$210K Sell
629
-106
-14% -$35.5K 0.01% 667
2024
Q4 		$256K Buy
+735
New +$247K 0.07% 281

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

GWN Securities's IWV Position: Q2 2026 in Review

GWN Securities opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 491 shares worth $209K. The stake represents 0.04% of the portfolio and ranks #473 among its holdings. This is a return to the name: GWN Securities previously reported a position in IWV as recently as Q1 2025.

GWN Securities first reported a position in IWV in Q4 2024 and has held it in 3 quarters since. The position peaked at $256K in Q4 2024. 913 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • GWN Securities held 491 shares of iShares Russell 3000 ETF worth $209K as of Q2 2026.
  • iShares Russell 3000 ETF was a new GWN Securities position in Q2 2026.
  • iShares Russell 3000 ETF made up 0.04% of GWN Securities's portfolio in Q2 2026, its #473 holding.
  • GWN Securities first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 3 quarters since.
  • GWN Securities's iShares Russell 3000 ETF position peaked at $256K in Q4 2024.
  • 913 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.