IMA Advisory Services’s iShares Russell 3000 ETF IWV Stock Holding History

IMA Advisory Services’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	$2.48M	Hold	6,690	–	–	0.24%	81
2025 Q4	$2.59M	Hold	6,690	–	–	0.25%	81
2025 Q3	$2.54M	Hold	6,690	–	–	0.26%	73
2025 Q2	$2.35M	Hold	6,690	–	–	0.25%	74
2025 Q1	$2.13M	Hold	6,690	–	–	0.25%	72
2024 Q4	$2.24M	Sell	6,690 -109	-2%	-$36.7K	0.27%	72
2024 Q3	$2.22M	Buy	+6,799	New	+$2.14M	0.48%	64
2023 Q4	–	Sell	-6,799	Closed	-$1.67M	–	171
2023 Q3	$1.67M	Hold	6,799	–	–	0.43%	68
2023 Q2	$1.73M	Sell	6,799 -27	-0.4%	-$6.49K	0.44%	71
2023 Q1	$1.61M	Hold	6,826	–	–	0.41%	70
2022 Q4	$1.51M	Hold	6,826	–	–	0.4%	69
2022 Q3	$1.41M	Hold	6,826	–	–	0.38%	76
2022 Q2	$1.48M	Hold	6,826	–	–	0.36%	81
2022 Q1	$1.79M	Hold	6,826	–	–	0.41%	78
2021 Q4	$1.89M	Hold	6,826	–	–	0.42%	78
2021 Q3	$1.74M	Hold	6,826	–	–	0.41%	76
2021 Q2	$1.75M	Hold	6,826	–	–	0.41%	78
2021 Q1	$1.62M	Sell	6,826 -26	-0.4%	-$6.04K	0.4%	77
2020 Q4	$1.53M	Sell	6,852 -400	-6%	-$84K	0.43%	71
2020 Q3	$1.42M	Hold	7,252	–	–	0.48%	72
2020 Q2	$1.31M	Sell	7,252 -1,969	-21%	-$334K	0.47%	70
2020 Q1	$1.37M	Sell	9,221 -112	-1%	-$19.9K	0.6%	61
2019 Q4	$1.76M	Sell	9,333 -587	-6%	-$106K	0.65%	59
2019 Q3	$1.72M	Sell	9,920 -330	-3%	-$57.2K	0.65%	62
2019 Q2	$1.77M	Sell	10,250 -571	-5%	-$96.8K	0.66%	64
2019 Q1	$1.8M	Buy	10,821 +4,138	+62%	+$664K	0.7%	62
2018 Q4	$982K	Sell	6,683 -504	-7%	-$80.1K	0.46%	69
2018 Q3	$1.24M	Sell	7,187 -648	-8%	-$110K	0.48%	75
2018 Q2	$1.27M	Sell	7,835 -506	-6%	-$81.3K	0.53%	73
2018 Q1	$1.3M	Sell	8,341 -632	-7%	-$102K	0.58%	68
2017 Q4	$1.42M	Sell	8,973 -684	-7%	-$105K	0.63%	65
2017 Q3	$1.44M	Sell	9,657 -3,943	-29%	-$576K	0.67%	59
2017 Q2	$1.96M	Sell	13,600 -846	-6%	-$120K	0.94%	32
2017 Q1	$2.02M	Buy	14,446 +94	+0.7%	+$13K	1.02%	32
2016 Q4	$1.91M	Sell	14,352 -12,079	-46%	-$1.57M	1.18%	34
2016 Q3	$3.39M	Buy	26,431 +30	+0.1%	+$3.83K	1.94%	13
2016 Q2	$3.24M	Sell	26,401 -1,100	-4%	-$134K	2.03%	12
2016 Q1	$3.28M	Buy	27,501 +541	+2%	+$61.9K	1.9%	14
2015 Q4	$3.2M	Buy	26,960 +902	+3%	+$110K	1.95%	17
2015 Q3	$2.93M	Sell	26,058 -2,124	-8%	-$257K	1.86%	14
2015 Q2	$3.49M	Sell	28,182 -192	-0.7%	-$24.2K	1.66%	15
2015 Q1	$3.51M	Buy	28,374 +87	+0.3%	+$10.7K	1.71%	17
2014 Q4	$3.46M	Sell	28,287 -2	-0%	-$239	1.79%	10
2014 Q3	$3.3M	Sell	28,289 -529	-2%	-$62.3K	1.56%	12
2014 Q2	$3.39M	Sell	28,818 -762	-3%	-$86.6K	1.55%	14
2014 Q1	$3.32M	Sell	29,580 -2,501	-8%	-$276K	1.55%	11
2013 Q4	$3.55M	Sell	32,081 -1,111	-3%	-$118K	1.69%	10
2013 Q3	$3.36M	Sell	33,192 -780	-2%	-$78.2K	1.65%	10
2013 Q2	$3.27M	Buy	+33,972	New	+$3.25M	1.78%	8

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

IMA Advisory Services's IWV Position: Q1 2026 in Review

IMA Advisory Services held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 6,690 shares worth $2.48M. The position accounts for 0.24% of the portfolio, ranked #81.

IMA Advisory Services first reported a position in IWV in Q2 2013 and has held it in 49 quarters since. The position peaked at $3.55M in Q4 2013. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

IMA Advisory Services held 6,690 shares of iShares Russell 3000 ETF worth $2.48M as of Q1 2026.
IMA Advisory Services left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.24% of IMA Advisory Services's portfolio in Q1 2026, its #81 holding.
IMA Advisory Services first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 49 quarters since.
IMA Advisory Services's iShares Russell 3000 ETF position peaked at $3.55M in Q4 2013.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.