Investmark Advisory Group’s iShares Russell 3000 ETF IWV Stock Holding History

Investmark Advisory Group’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	$270K	Hold	729	–	–	0.12%	114
2025 Q4	$282K	Sell	729 -6	-0.8%	-$2.3K	0.12%	111
2025 Q3	$279K	Hold	735	–	–	0.12%	114
2025 Q2	$258K	Hold	735	–	–	0.12%	115
2025 Q1	$233K	Hold	735	–	–	0.12%	113
2024 Q4	$246K	Hold	735	–	–	0.12%	105
2024 Q3	$240K	Hold	735	–	–	0.12%	107
2024 Q2	$227K	Hold	735	–	–	0.12%	102
2024 Q1	$221K	Hold	735	–	–	0.12%	108
2023 Q4	$201K	Buy	+735	New	+$187K	0.12%	116

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

Investmark Advisory Group's IWV Position: Q1 2026 in Review

Investmark Advisory Group held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 729 shares worth $270K. The position accounts for 0.12% of the portfolio, ranked #114.

Investmark Advisory Group first reported a position in IWV in Q4 2023 and has held it in 10 quarters since. The position peaked at $282K in Q4 2025. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Investmark Advisory Group held 729 shares of iShares Russell 3000 ETF worth $270K as of Q1 2026.
Investmark Advisory Group left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.12% of Investmark Advisory Group's portfolio in Q1 2026, its #114 holding.
Investmark Advisory Group first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 10 quarters since.
Investmark Advisory Group's iShares Russell 3000 ETF position peaked at $282K in Q4 2025.
867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.