Institute for Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Institute for Wealth Management’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	$3.99M	Hold	9,363	–	–	0.35%	57
2026 Q1	$3.47M	Hold	9,363	–	–	0.37%	56
2025 Q4	$3.62M	Hold	9,363	–	–	0.38%	53
2025 Q3	$3.55M	Hold	9,363	–	–	0.37%	54
2025 Q2	$3.29M	Hold	9,363	–	–	0.37%	51
2025 Q1	$2.97M	Hold	9,363	–	–	0.38%	52
2024 Q4	$3.13M	Hold	9,363	–	–	0.39%	54
2024 Q3	$3.06M	Hold	9,363	–	–	0.39%	50
2024 Q2	$2.89M	Hold	9,363	–	–	0.39%	49
2024 Q1	$2.81M	Hold	9,363	–	–	0.36%	50
2023 Q4	$2.56M	Hold	9,363	–	–	0.42%	48
2023 Q3	$2.29M	Hold	9,363	–	–	0.41%	48
2023 Q2	$2.38M	Hold	9,363	–	–	0.4%	58
2023 Q1	$2.2M	Hold	9,363	–	–	0.42%	53
2022 Q4	$2.07M	Hold	9,363	–	–	0.43%	57
2022 Q3	$1.94M	Hold	9,363	–	–	0.44%	52
2022 Q2	$2.04M	Hold	9,363	–	–	0.4%	52
2022 Q1	$2.46M	Hold	9,363	–	–	0.4%	55
2021 Q4	$2.6M	Hold	9,363	–	–	0.42%	57
2021 Q3	$2.39M	Hold	9,363	–	–	0.42%	56
2021 Q2	$2.4M	Hold	9,363	–	–	0.42%	56
2021 Q1	$2.22M	Buy	9,363 +144	+2%	+$33.4K	0.42%	58
2020 Q4	$2.06M	Buy	9,219 +1,096	+13%	+$230K	0.41%	59
2020 Q3	$1.59M	Buy	+8,123	New	+$1.57M	0.36%	65

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

Institute for Wealth Management's IWV Position: Q2 2026 in Review

Institute for Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 9,363 shares worth $3.99M. The position accounts for 0.35% of the portfolio, ranked #57.

Institute for Wealth Management first reported a position in IWV in Q3 2020 and has held it in 24 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Institute for Wealth Management held 9,363 shares of iShares Russell 3000 ETF worth $3.99M as of Q2 2026.
Institute for Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.35% of Institute for Wealth Management's portfolio in Q2 2026, its #57 holding.
Institute for Wealth Management first reported a position in iShares Russell 3000 ETF in Q3 2020 and has held it in 24 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.