JFG
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JDM Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

JDM Financial 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 		$27K Hold
73
– – 0.01% 131
2025
Q4 		$28.2K Hold
73
– – 0.01% 127
2025
Q3 		$27.6K Hold
73
– – 0.01% 121
2025
Q2 		$25.6K Hold
73
– – 0.01% 121
2025
Q1 		$23.1K Hold
73
– – 0.01% 120
2024
Q4 		$24.4K Hold
73
– – 0.01% 120
2024
Q3 		$23.8K Hold
73
– – 0.01% 116
2024
Q2 		$22.5K Hold
73
– – 0.02% 108
2024
Q1 		$21.9K Hold
73
– – 0.02% 101
2023
Q4 		$19.9K Buy
+73
New +$18.6K 0.02% 98

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JDM Financial Group's IWV Position: Q1 2026 in Review

JDM Financial Group held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 73 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #131.

JDM Financial Group first reported a position in IWV in Q4 2023 and has held it in 10 quarters since. The position peaked at $28.2K in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • JDM Financial Group held 73 shares of iShares Russell 3000 ETF worth $27K as of Q1 2026.
  • JDM Financial Group left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
  • iShares Russell 3000 ETF made up 0.01% of JDM Financial Group's portfolio in Q1 2026, its #131 holding.
  • JDM Financial Group first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 10 quarters since.
  • JDM Financial Group's iShares Russell 3000 ETF position peaked at $28.2K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.