Janney Montgomery Scott
IWV icon

Janney Montgomery Scott’s iShares Russell 3000 ETF IWV Stock Holding History

Janney Montgomery Scott’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 		$2.59M Buy
6,082
+1
+0% +$412 0.01% 1336
2026
Q1 		$2.25M Sell
6,081
-2,667
-30% -$1.03M 0.01% 1212
2025
Q4 		$3.38M Buy
8,748
+2,710
+45% +$1.04M 0.01% 1087
2025
Q3 		$2.29M Buy
+6,038
New +$2.2M 0.01% 1253
2025
Q1 		– Sell
-5,722
Closed -$1.91M – 2769
2024
Q4 		$1.91M Buy
5,722
+1,058
+23% +$356K 0.01% 1171
2024
Q3 		$1.52M Sell
4,664
-19
-0.4% -$5.98K ﹤0.01% 1293
2024
Q2 		$1.45M Buy
4,683
+79
+2% +$23.6K ﹤0.01% 1256
2024
Q1 		$1.38M Sell
4,604
-1,312
-22% -$374K ﹤0.01% 1338
2023
Q4 		$1.62M Buy
5,916
+2,671
+82% +$681K 0.01% 1207
2023
Q3 		$795K Sell
3,245
-504
-13% -$129K ﹤0.01% 1461
2023
Q2 		$954K Sell
3,749
-433
-10% -$104K ﹤0.01% 1444
2023
Q1 		$985K Sell
4,182
-2,727
-39% -$629K ﹤0.01% 1323
2022
Q4 		$1.52M Buy
6,909
+2,181
+46% +$485K 0.01% 1144
2022
Q3 		$979K Buy
4,728
+1,104
+30% +$254K ﹤0.01% 1331
2022
Q2 		$798K Buy
3,624
+8
+0.2% +$1.89K ﹤0.01% 1355
2022
Q1 		$949K Sell
3,616
-1,472
-29% -$381K ﹤0.01% 1276
2021
Q4 		$1.41M Buy
5,088
+1,472
+41% +$399K 0.01% 1153
2021
Q3 		$922K Hold
3,616
– – ﹤0.01% 1319
2021
Q2 		$925K Buy
3,616
+410
+13% +$102K ﹤0.01% 1309
2021
Q1 		$761K Sell
3,206
-70
-2% -$16.3K ﹤0.01% 1337
2020
Q4 		$732K Sell
3,276
-50
-2% -$10.5K ﹤0.01% 1347
2020
Q3 		$651K Sell
3,326
-205
-6% -$39.7K ﹤0.01% 1305
2020
Q2 		$636K Sell
3,531
-764
-18% -$129K ﹤0.01% 1247
2020
Q1 		$637K Buy
4,295
+501
+13% +$89.1K 0.01% 1116
2019
Q4 		$715K Buy
3,794
+179
+5% +$32.3K ﹤0.01% 1255
2019
Q3 		$628K Hold
3,615
– – ﹤0.01% 1258
2019
Q2 		$623K Buy
3,615
+203
+6% +$34.4K ﹤0.01% 1300
2019
Q1 		$569K Sell
3,412
-5,320
-61% -$854K ﹤0.01% 1324
2018
Q4 		$1.28M Buy
8,732
+5,855
+204% +$930K 0.01% 814
2018
Q3 		$496K Sell
2,877
-265
-8% -$44.9K ﹤0.01% 1456
2018
Q2 		$510K Buy
3,142
+312
+11% +$50.1K ﹤0.01% 1370
2018
Q1 		$442K Sell
2,830
-189
-6% -$30.5K ﹤0.01% 1390
2017
Q4 		$478K Buy
3,019
+88
+3% +$13.6K 0.01% 1323
2017
Q3 		$438K Sell
2,931
-189
-6% -$27.6K 0.01% 1326
2017
Q2 		$449K Hold
3,120
– – 0.01% 1227
2017
Q1 		$436K Buy
+3,120
New +$431K 0.01% 1221
2014
Q3 		– Sell
-2,227
Closed -$262K – 2309
2014
Q2 		$262K Buy
2,227
+105
+5% +$11.9K 0.01% 1723
2014
Q1 		$238K Buy
2,122
+181
+9% +$20K 0.01% 1632
2013
Q4 		$215K Buy
+1,941
New +$206K 0.01% 1677

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

Janney Montgomery Scott's IWV Position: Q2 2026 in Review

Janney Montgomery Scott increased its iShares Russell 3000 ETF (IWV) stake by 0.02% in Q2 2026, buying an estimated $412 and bringing the position to 6,082 shares worth $2.59M. The position accounts for 0.01% of the portfolio, ranked #1336.

Janney Montgomery Scott first reported a position in IWV in Q4 2013 and has held it in 39 quarters since. The position peaked at $3.38M in Q4 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Janney Montgomery Scott held 6,082 shares of iShares Russell 3000 ETF worth $2.59M as of Q2 2026.
  • Janney Montgomery Scott bought 1 iShares Russell 3000 ETF share in Q2 2026, an estimated $412.
  • iShares Russell 3000 ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1336 holding.
  • Janney Montgomery Scott first reported a position in iShares Russell 3000 ETF in Q4 2013 and has held it in 39 quarters since.
  • Janney Montgomery Scott's iShares Russell 3000 ETF position peaked at $3.38M in Q4 2025.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.