J. Safra Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History

J. Safra Asset 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	$450K	Buy	1,056 +3	+0.3%	+$1.24K	0.02%	186
2026 Q1	$390K	Buy	1,053 +2	+0.2%	+$774	0.02%	176
2025 Q4	$407K	Buy	+1,051	New	+$403K	0.02%	174

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

J. Safra Asset Management's IWV Position: Q2 2026 in Review

J. Safra Asset Management increased its iShares Russell 3000 ETF (IWV) stake by 0.28% in Q2 2026, buying an estimated $1.24K and bringing the position to 1,056 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #186.

J. Safra Asset Management first reported a position in IWV in Q4 2025 and has held it in 3 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

J. Safra Asset Management held 1,056 shares of iShares Russell 3000 ETF worth $450K as of Q2 2026.
J. Safra Asset Management bought 3 iShares Russell 3000 ETF shares in Q2 2026, an estimated $1.24K.
iShares Russell 3000 ETF made up 0.02% of J. Safra Asset Management's portfolio in Q2 2026, its #186 holding.
J. Safra Asset Management first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 3 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.