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KDK Private Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

KDK Private Wealth Management’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 		$19.9M Buy
46,734
+1,959
+4% +$807K 16.53% 2
2026
Q1 		$16.6M Sell
44,775
-346
-0.8% -$134K 15.18% 2
2025
Q4 		$17.5M Buy
45,121
+466
+1% +$179K 15.24% 2
2025
Q3 		$16.9M Buy
44,655
+59
+0.1% +$21.5K 17.15% 2
2025
Q2 		$15.7M Buy
44,596
+39
+0.1% +$12.7K 16.72% 2
2025
Q1 		$14.2M Buy
44,557
+2,228
+5% +$747K 16.12% 2
2024
Q4 		$14.1M Buy
+42,329
New +$14.2M 14.69% 2

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

KDK Private Wealth Management's IWV Position: Q2 2026 in Review

KDK Private Wealth Management increased its iShares Russell 3000 ETF (IWV) stake by 4.4% in Q2 2026, buying an estimated $807K and bringing the position to 46,734 shares worth $19.9M. The position accounts for 16.53% of the portfolio, ranked #2.

KDK Private Wealth Management first reported a position in IWV in Q4 2024 and has held it in 7 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • KDK Private Wealth Management held 46,734 shares of iShares Russell 3000 ETF worth $19.9M as of Q2 2026.
  • KDK Private Wealth Management bought 1,959 iShares Russell 3000 ETF shares in Q2 2026, an estimated $807K.
  • iShares Russell 3000 ETF made up 16.53% of KDK Private Wealth Management's portfolio in Q2 2026, its #2 holding.
  • KDK Private Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on KDK Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.