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James J. Burns & Company’s iShares Russell 3000 ETF IWV Stock Holding History

James J. Burns & Company’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 		$469K Hold
1,100
– – 0.05% 108
2026
Q1 		$408K Hold
1,100
– – 0.06% 103
2025
Q4 		$426K Hold
1,100
– – 0.06% 103
2025
Q3 		$417K Hold
1,100
– – 0.06% 103
2025
Q2 		$386K Hold
1,100
– – 0.06% 102
2025
Q1 		$349K Hold
1,100
– – 0.06% 106
2024
Q4 		$368K Hold
1,100
– – 0.06% 99
2024
Q3 		$359K Hold
1,100
– – 0.06% 95
2024
Q2 		$340K Hold
1,100
– – 0.07% 94
2024
Q1 		$327K Hold
1,100
– – 0.11% 65
2023
Q4 		$301K Hold
1,100
– – 0.07% 95
2023
Q3 		$270K Hold
1,100
– – 0.07% 90
2023
Q2 		$280K Hold
1,100
– – 0.07% 92
2023
Q1 		$259K Hold
1,100
– – 0.07% 100
2022
Q4 		$243K Sell
1,100
-198
-15% -$44K 0.1% 72
2022
Q3 		$269K Buy
+1,298
New +$299K 0.12% 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

James J. Burns & Company's IWV Position: Q2 2026 in Review

James J. Burns & Company held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,100 shares worth $469K. The position accounts for 0.05% of the portfolio, ranked #108.

James J. Burns & Company first reported a position in IWV in Q3 2022 and has held it in 16 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • James J. Burns & Company held 1,100 shares of iShares Russell 3000 ETF worth $469K as of Q2 2026.
  • James J. Burns & Company left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.05% of James J. Burns & Company's portfolio in Q2 2026, its #108 holding.
  • James J. Burns & Company first reported a position in iShares Russell 3000 ETF in Q3 2022 and has held it in 16 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.