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JFS Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

JFS Wealth Advisors’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 		$13.5M Sell
31,561
-798
-2% -$329K 0.67% 31
2026
Q1 		$12M Sell
32,359
-887
-3% -$343K 0.67% 31
2025
Q4 		$12.9M Sell
33,246
-4,705
-12% -$1.81M 0.72% 31
2025
Q3 		$14.4M Buy
37,951
+3,676
+11% +$1.34M 0.84% 26
2025
Q2 		$12M Sell
34,275
-358
-1% -$116K 0.77% 30
2025
Q1 		$11M Sell
34,633
-259
-0.7% -$86.8K 0.74% 30
2024
Q4 		$11.7M Sell
34,892
-1,624
-4% -$547K 0.8% 29
2024
Q3 		$11.9M Sell
36,516
-220
-0.6% -$69.2K 0.8% 28
2024
Q2 		$11.3M Sell
36,736
-1,199
-3% -$358K 0.89% 25
2024
Q1 		$11.4M Sell
37,935
-361
-0.9% -$103K 0.9% 26
2023
Q4 		$10.5M Buy
38,296
+29
+0.1% +$7.39K 0.89% 24
2023
Q3 		$9.38M Buy
38,267
+36
+0.1% +$9.2K 0.88% 25
2023
Q2 		$9.73M Buy
38,231
+36
+0.1% +$8.66K 0.88% 26
2023
Q1 		$8.99M Buy
38,195
+974
+3% +$225K 0.85% 26
2022
Q4 		$8.21M Sell
37,221
-3,929
-10% -$873K 0.8% 28
2022
Q3 		$8.52M Buy
41,150
+182
+0.4% +$41.9K 0.93% 21
2022
Q2 		$8.91M Sell
40,968
-70
-0.2% -$16.6K 0.94% 22
2022
Q1 		$10.8M Sell
41,038
-2,645
-6% -$685K 1.02% 18
2021
Q4 		$12.1M Sell
43,683
-1,014
-2% -$275K 1.14% 17
2021
Q3 		$11.4M Buy
44,697
+33,555
+301% +$8.78M 1.17% 16
2021
Q2 		$2.85M Sell
11,142
-434
-4% -$108K 0.43% 43
2021
Q1 		$2.75M Sell
11,576
-12
-0.1% -$2.79K 0.56% 42
2020
Q4 		$2.59M Sell
11,588
-90
-0.8% -$18.9K 0.54% 45
2020
Q3 		$2.29M Buy
11,678
+9
+0.1% +$1.74K 0.54% 46
2020
Q2 		$2.1M Sell
11,669
-201
-2% -$34.1K 0.54% 44
2020
Q1 		$1.76M Buy
11,870
+6
+0.1% +$1.07K 0.53% 46
2019
Q4 		$2.24M Sell
11,864
-104
-0.9% -$18.7K 0.55% 43
2019
Q3 		$2.08M Sell
11,968
-45
-0.4% -$7.8K 0.53% 44
2019
Q2 		$2.07M Buy
12,013
+2
+0% +$339 0.52% 44
2019
Q1 		$2M Buy
12,011
+1,046
+10% +$168K 0.52% 43
2018
Q4 		$1.61M Buy
10,965
+2,214
+25% +$352K 0.43% 52
2018
Q3 		$1.51M Buy
8,751
+123
+1% +$20.8K 0.39% 51
2018
Q2 		$1.4M Hold
8,628
– – 0.37% 54
2018
Q1 		$1.35M Sell
8,628
-132
-2% -$21.3K 0.36% 53
2017
Q4 		$1.39M Sell
8,760
-11
-0.1% -$1.7K 0.34% 56
2017
Q3 		$1.31M Sell
8,771
-113
-1% -$16.5K 0.34% 57
2017
Q2 		$1.28M Sell
8,884
-226
-2% -$32.1K 0.35% 57
2017
Q1 		$1.21M Hold
9,110
– – 0.33% 65
2016
Q4 		$1.21M Sell
9,110
-247
-3% -$32K 0.33% 65
2016
Q3 		$1.2M Buy
9,357
+4
+0% +$511 0.34% 63
2016
Q2 		$1.16M Sell
9,353
-682
-7% -$83.4K 0.32% 65
2016
Q1 		$1.21M Buy
10,035
+72
+0.7% +$8.24K 0.36% 59
2015
Q4 		$1.2M Buy
+9,963
New +$1.21M 0.35% 60

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

JFS Wealth Advisors's IWV Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 2.5% in Q2 2026, selling an estimated $329K and leaving 31,561 shares worth $13.5M. The position accounts for 0.67% of the portfolio, ranked #31.

JFS Wealth Advisors first reported a position in IWV in Q4 2015 and has held it in 43 quarters since. The position peaked at $14.4M in Q3 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • JFS Wealth Advisors held 31,561 shares of iShares Russell 3000 ETF worth $13.5M as of Q2 2026.
  • JFS Wealth Advisors sold 798 iShares Russell 3000 ETF shares in Q2 2026, an estimated $329K.
  • iShares Russell 3000 ETF made up 0.67% of JFS Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • JFS Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q4 2015 and has held it in 43 quarters since.
  • JFS Wealth Advisors's iShares Russell 3000 ETF position peaked at $14.4M in Q3 2025.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.