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Independent Advisor Alliance’s iShares Russell 3000 ETF IWV Stock Holding History

Independent Advisor Alliance’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 		$852K Buy
+2,299
New +$889K 0.01% 901
2025
Q1 		– Sell
-81,612
Closed -$27.3M – 1107
2024
Q4 		$27.3M Buy
+81,612
New +$27.5M 0.36% 55
2020
Q1 		– Sell
-4,445
Closed -$838K – 645
2019
Q4 		$838K Buy
+4,445
New +$801K 0.04% 410

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

Independent Advisor Alliance's IWV Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in iShares Russell 3000 ETF (IWV) in Q1 2026: 2,299 shares worth $852K. The stake represents 0.01% of the portfolio and ranks #901 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in IWV as recently as Q4 2024.

Independent Advisor Alliance first reported a position in IWV in Q4 2019 and has held it in 3 quarters since. The position peaked at $27.3M in Q4 2024. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Independent Advisor Alliance held 2,299 shares of iShares Russell 3000 ETF worth $852K as of Q1 2026.
  • iShares Russell 3000 ETF was a new Independent Advisor Alliance position in Q1 2026.
  • iShares Russell 3000 ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #901 holding.
  • Independent Advisor Alliance first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 3 quarters since.
  • Independent Advisor Alliance's iShares Russell 3000 ETF position peaked at $27.3M in Q4 2024.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.