JIC
IWV icon

Joel Isaacson & Co’s iShares Russell 3000 ETF IWV Stock Holding History

Joel Isaacson & Co’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 		$756K Buy
1,772
+2
+0.1% +$824 0.02% 247
2026
Q1 		$656K Buy
1,770
+2
+0.1% +$774 0.02% 242
2025
Q4 		$684K Buy
1,768
+3
+0.2% +$1.15K 0.02% 239
2025
Q3 		$669K Sell
1,765
-128
-7% -$46.7K 0.02% 228
2025
Q2 		$664K Buy
1,893
+2
+0.1% +$650 0.03% 218
2025
Q1 		$601K Buy
1,891
+1
+0.1% +$335 0.03% 218
2024
Q4 		$632K Buy
+1,890
New +$636K 0.03% 204

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Joel Isaacson & Co's IWV Position: Q2 2026 in Review

Joel Isaacson & Co increased its iShares Russell 3000 ETF (IWV) stake by 0.11% in Q2 2026, buying an estimated $824 and bringing the position to 1,772 shares worth $756K. The position accounts for 0.02% of the portfolio, ranked #247.

Joel Isaacson & Co first reported a position in IWV in Q4 2024 and has held it in 7 quarters since. 586 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Joel Isaacson & Co held 1,772 shares of iShares Russell 3000 ETF worth $756K as of Q2 2026.
  • Joel Isaacson & Co bought 2 iShares Russell 3000 ETF shares in Q2 2026, an estimated $824.
  • iShares Russell 3000 ETF made up 0.02% of Joel Isaacson & Co's portfolio in Q2 2026, its #247 holding.
  • Joel Isaacson & Co first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 586 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.