KDK Private Wealth Management
IWV icon

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
Q3 		$20.8M Buy
48,176
+1,442
+3% +$623K 16.55% 2
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

SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pitcairn Wealth Advisors
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $901M AUM 8.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

KDK Private Wealth Management's IWV Position: Q3 2026 in Review

KDK Private Wealth Management increased its iShares Russell 3000 ETF (IWV) stake by 3.1% in Q3 2026, buying an estimated $623K and bringing the position to 48,176 shares worth $20.8M. The position accounts for 16.55% of the portfolio, ranked #2.

KDK Private Wealth Management first reported a position in IWV in Q4 2024 and has held it in 8 quarters since. 695 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • KDK Private Wealth Management held 48,176 shares of iShares Russell 3000 ETF worth $20.8M as of Q3 2026.
  • KDK Private Wealth Management bought 1,442 iShares Russell 3000 ETF shares in Q3 2026, an estimated $623K.
  • iShares Russell 3000 ETF made up 16.55% of KDK Private Wealth Management's portfolio in Q3 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 8 quarters since.
  • 695 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on KDK Private Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.