Integrated Advisors Network’s iShares Russell 3000 ETF IWV Stock Holding History

Integrated Advisors Network’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	–	Sell	-8,223	Closed	-$3.18M	–	738
2025 Q4	$3.18M	Hold	8,223	–	–	0.14%	160
2025 Q3	$3.12M	Sell	8,223 -94	-1%	-$34.3K	0.13%	176
2025 Q2	$2.92M	Sell	8,317 -650	-7%	-$211K	0.13%	187
2025 Q1	$2.85M	Sell	8,967 -164	-2%	-$55K	0.14%	161
2024 Q4	$3.05M	Hold	9,131	–	–	0.15%	159
2024 Q3	$2.98M	Sell	9,131 -300	-3%	-$94.4K	0.14%	175
2024 Q2	$2.91M	Sell	9,431 -100	-1%	-$29.8K	0.15%	171
2024 Q1	$2.86M	Sell	9,531 -100	-1%	-$28.5K	0.15%	179
2023 Q4	$2.64M	Hold	9,631	–	–	0.15%	177
2023 Q3	$2.36M	Hold	9,631	–	–	0.14%	175
2023 Q2	$2.45M	Hold	9,631	–	–	0.14%	178
2023 Q1	$2.27M	Hold	9,631	–	–	0.14%	175
2022 Q4	$2.13M	Hold	9,631	–	–	0.14%	180
2022 Q3	$1.99M	Hold	9,631	–	–	0.14%	171
2022 Q2	$2.09M	Hold	9,631	–	–	0.14%	177
2022 Q1	$2.53M	Hold	9,631	–	–	0.15%	171
2021 Q4	$2.67M	Hold	9,631	–	–	0.16%	155
2021 Q3	$2.45M	Hold	9,631	–	–	0.16%	152
2021 Q2	$2.46M	Buy	9,631 +902	+10%	+$225K	0.18%	143
2021 Q1	$2.07M	Hold	8,729	–	–	0.19%	139
2020 Q4	$1.95M	Hold	8,729	–	–	0.21%	132
2020 Q3	$1.71M	Buy	8,729 +6	+0.1%	+$1.16K	0.22%	124
2020 Q2	$1.57M	Hold	8,723	–	–	0.18%	146
2020 Q1	$1.29M	Sell	8,723 -200	-2%	-$35.6K	0.25%	115
2019 Q4	$1.68M	Buy	+8,923	New	+$1.61M	0.23%	144

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

Integrated Advisors Network's IWV Position: Q1 2026 in Review

Integrated Advisors Network sold out of iShares Russell 3000 ETF (IWV) in Q1 2026, closing a stake of 8,223 shares — an estimated $3.18M sold.

Integrated Advisors Network first reported a position in IWV in Q4 2019 and held it in 25 quarters. The position peaked at $3.18M in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Integrated Advisors Network reported no remaining iShares Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
Integrated Advisors Network sold 8,223 iShares Russell 3000 ETF shares in Q1 2026, an estimated $3.18M.
Integrated Advisors Network first reported a position in iShares Russell 3000 ETF in Q4 2019 and held it in 25 quarters.
Integrated Advisors Network's iShares Russell 3000 ETF position peaked at $3.18M in Q4 2025.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.