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Horizons Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Horizons Wealth Management’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
Q1 		$45.2K Hold
122
– – 0.03% 104
2025
Q4 		$47.2K Hold
122
– – 0.03% 104
2025
Q3 		$46.2K Hold
122
– – 0.03% 105
2025
Q2 		$42.8K Hold
122
– – 0.03% 106
2025
Q1 		$38.8K Hold
122
– – 0.03% 109
2024
Q4 		$40.8K Hold
122
– – 0.03% 101
2024
Q3 		$39.9K Hold
122
– – 0.03% 108
2024
Q2 		$38.2K Hold
122
– – 0.03% 108
2024
Q1 		$33.4K Hold
122
– – 0.02% 108
2023
Q4 		$33.4K Hold
122
– – 0.02% 108
2023
Q3 		$29.9K Hold
122
– – 0.02% 110
2023
Q2 		$31K Hold
122
– – 0.02% 118
2023
Q1 		$28.7K Hold
122
– – 0.02% 110
2022
Q4 		$27K Hold
122
– – 0.02% 112
2022
Q3 		$25K Hold
122
– – 0.02% 104
2022
Q2 		$30K Buy
+122
New +$28.9K 0.02% 102

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Horizons Wealth Management's IWV Position: Q1 2026 in Review

Horizons Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 122 shares worth $45.2K. The position accounts for 0.03% of the portfolio, ranked #104.

Horizons Wealth Management first reported a position in IWV in Q2 2022 and has held it in 16 quarters since. The position peaked at $47.2K in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Horizons Wealth Management held 122 shares of iShares Russell 3000 ETF worth $45.2K as of Q1 2026.
  • Horizons Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
  • iShares Russell 3000 ETF made up 0.03% of Horizons Wealth Management's portfolio in Q1 2026, its #104 holding.
  • Horizons Wealth Management first reported a position in iShares Russell 3000 ETF in Q2 2022 and has held it in 16 quarters since.
  • Horizons Wealth Management's iShares Russell 3000 ETF position peaked at $47.2K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.