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Intelligence Driven Advisers’s iShares Russell 3000 ETF IWV Stock Holding History

Intelligence Driven Advisers’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 		$4.56M Sell
10,691
-558
-5% -$230K 0.74% 19
2026
Q1 		$4.17M Sell
11,249
-576
-5% -$223K 0.73% 19
2025
Q4 		$4.57M Sell
11,825
-605
-5% -$232K 0.65% 21
2025
Q3 		$4.71M Sell
12,430
-936
-7% -$341K 0.65% 19
2025
Q2 		$4.69M Sell
13,366
-1,024
-7% -$333K 0.71% 19
2025
Q1 		$4.57M Sell
14,390
-510
-3% -$171K 0.88% 17
2024
Q4 		$4.98M Sell
14,900
-10,293
-41% -$3.46M 0.94% 16
2024
Q3 		$8.23M Sell
25,193
-1,617
-6% -$509K 1.18% 15
2024
Q2 		$8.28M Sell
26,810
-1,649
-6% -$492K 1.17% 15
2024
Q1 		$8.54M Sell
28,459
-6,763
-19% -$1.93M 1.26% 16
2023
Q4 		$9.74M Sell
35,222
-5,029
-12% -$1.28M 1.57% 15
2023
Q3 		$9.78M Sell
40,251
-3,212
-7% -$821K 1.74% 16
2023
Q2 		$11M Sell
43,463
-9,805
-18% -$2.36M 1.92% 17
2023
Q1 		$12.4M Buy
53,268
+900
+2% +$208K 2.24% 14
2022
Q4 		$11.7M Buy
52,368
+1,448
+3% +$322K 2.15% 14
2022
Q3 		$11M Buy
50,920
+6,933
+16% +$1.59M 2.22% 15
2022
Q2 		$9.74M Buy
43,987
+9,429
+27% +$2.23M 1.91% 20
2022
Q1 		$8.97M Buy
34,558
+4,706
+16% +$1.22M 1.64% 22
2021
Q4 		$7.53M Sell
29,852
-497
-2% -$135K 1.38% 23
2021
Q3 		$7.8M Sell
30,349
-698
-2% -$183K 1.75% 18
2021
Q2 		$7.95M Buy
31,047
+7,622
+33% +$1.9M 1.54% 20
2021
Q1 		$5.56M Sell
23,425
-735
-3% -$171K 1.25% 22
2020
Q4 		$5.4M Buy
+24,160
New +$5.07M 1.21% 22
2020
Q3 		– Sell
-2,465
Closed -$444K – 94
2020
Q2 		$444K Hold
2,465
– – 0.16% 61
2020
Q1 		$366K Buy
+2,465
New +$439K 0.17% 62
2019
Q1 		– Sell
-2,338
Closed -$343K – 100
2018
Q4 		$343K Buy
+2,338
New +$371K 0.22% 68

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

Intelligence Driven Advisers's IWV Position: Q2 2026 in Review

Intelligence Driven Advisers reduced its iShares Russell 3000 ETF (IWV) stake by 5% in Q2 2026, selling an estimated $230K and leaving 10,691 shares worth $4.56M. The position accounts for 0.74% of the portfolio, ranked #19.

Intelligence Driven Advisers first reported a position in IWV in Q4 2018 and has held it in 26 quarters since. The position peaked at $12.4M in Q1 2023. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Intelligence Driven Advisers held 10,691 shares of iShares Russell 3000 ETF worth $4.56M as of Q2 2026.
  • Intelligence Driven Advisers sold 558 iShares Russell 3000 ETF shares in Q2 2026, an estimated $230K.
  • iShares Russell 3000 ETF made up 0.74% of Intelligence Driven Advisers's portfolio in Q2 2026, its #19 holding.
  • Intelligence Driven Advisers first reported a position in iShares Russell 3000 ETF in Q4 2018 and has held it in 26 quarters since.
  • Intelligence Driven Advisers's iShares Russell 3000 ETF position peaked at $12.4M in Q1 2023.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Intelligence Driven Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.