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IFG Advisory’s iShares Russell 3000 ETF IWV Stock Holding History

IFG Advisory’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 		– Sell
-2,624
Closed -$1.02M – 628
2025
Q4 		$1.02M Sell
2,624
-54
-2% -$20.7K 0.04% 359
2025
Q3 		$1.01M Sell
2,678
-12
-0.4% -$4.38K 0.05% 354
2025
Q2 		$944K Hold
2,690
– – 0.05% 356
2025
Q1 		$854K Sell
2,690
-28
-1% -$9.39K 0.05% 352
2024
Q4 		$908K Buy
+2,718
New +$915K 0.05% 312
2024
Q3 		– Sell
-2,773
Closed -$856K – 511
2024
Q2 		$856K Buy
+2,773
New +$828K 0.05% 307
2024
Q1 		– Sell
-2,958
Closed -$810K – 479
2023
Q4 		$810K Sell
2,958
-83
-3% -$21.2K 0.06% 290
2023
Q3 		$745K Buy
+3,041
New +$777K 0.06% 268
2023
Q2 		– Sell
-3,887
Closed -$915K – 414
2023
Q1 		$915K Sell
3,887
-55
-1% -$12.7K 0.09% 220
2022
Q4 		$870K Sell
3,942
-62
-2% -$13.8K 0.09% 224
2022
Q3 		$829K Buy
4,004
+10
+0.3% +$2.3K 0.08% 239
2022
Q2 		$868K Sell
3,994
-120
-3% -$28.4K 0.09% 210
2022
Q1 		$1.08M Buy
4,114
+3
+0.1% +$777 0.11% 198
2021
Q4 		$1.14M Sell
4,111
-520
-11% -$141K 0.11% 189
2021
Q3 		$1.18M Buy
4,631
+1
+0% +$262 0.13% 182
2021
Q2 		$1.18M Sell
4,630
-24
-0.5% -$5.98K 0.13% 178
2021
Q1 		$1.1M Sell
4,654
-59
-1% -$13.7K 0.14% 176
2020
Q4 		$1.05M Sell
4,713
-2
-0% -$420 0.15% 162
2020
Q3 		$922K Sell
4,715
-163
-3% -$31.5K 0.15% 165
2020
Q2 		$878K Sell
4,878
-863
-15% -$146K 0.16% 154
2020
Q1 		$851K Sell
5,741
-468
-8% -$83.3K 0.19% 132
2019
Q4 		$1.17M Sell
6,209
-44
-0.7% -$7.93K 0.21% 118
2019
Q3 		$1.09M Buy
+6,253
New +$1.08M 0.21% 122

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

IFG Advisory's IWV Position: Q1 2026 in Review

IFG Advisory sold out of iShares Russell 3000 ETF (IWV) in Q1 2026, closing a stake of 2,624 shares — an estimated $1.02M sold.

IFG Advisory first reported a position in IWV in Q3 2019 and held it in 23 quarters. The position peaked at $1.18M in Q2 2021. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • IFG Advisory reported no remaining iShares Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 2,624 iShares Russell 3000 ETF shares in Q1 2026, an estimated $1.02M.
  • IFG Advisory first reported a position in iShares Russell 3000 ETF in Q3 2019 and held it in 23 quarters.
  • IFG Advisory's iShares Russell 3000 ETF position peaked at $1.18M in Q2 2021.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.