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 Q2	$1.11M	Buy	+2,603	New	+$1.07M	0.04%	398
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

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

IFG Advisory's IWV Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 2,603 shares worth $1.11M. The stake represents 0.04% of the portfolio and ranks #398 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IWV as recently as Q4 2025.

IFG Advisory first reported a position in IWV in Q3 2019 and has held it in 24 quarters since. The position peaked at $1.18M in Q2 2021. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

IFG Advisory held 2,603 shares of iShares Russell 3000 ETF worth $1.11M as of Q2 2026.
iShares Russell 3000 ETF was a new IFG Advisory position in Q2 2026.
iShares Russell 3000 ETF made up 0.04% of IFG Advisory's portfolio in Q2 2026, its #398 holding.
IFG Advisory first reported a position in iShares Russell 3000 ETF in Q3 2019 and has held it in 24 quarters since.
IFG Advisory's iShares Russell 3000 ETF position peaked at $1.18M in Q2 2021.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.