IAA
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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
Q2 		– Sell
-2,299
Closed -$852K – 1373
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

Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Advisor Alliance's IWV Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares Russell 3000 ETF (IWV) in Q2 2026, closing a stake of 2,299 shares — an estimated $852K sold.

Independent Advisor Alliance first reported a position in IWV in Q4 2019 and held it in 3 quarters. The position peaked at $27.3M in Q4 2024. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Independent Advisor Alliance reported no remaining iShares Russell 3000 ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 2,299 iShares Russell 3000 ETF shares in Q2 2026, an estimated $852K.
  • Independent Advisor Alliance first reported a position in iShares Russell 3000 ETF in Q4 2019 and held it in 3 quarters.
  • Independent Advisor Alliance's iShares Russell 3000 ETF position peaked at $27.3M in Q4 2024.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.