Keating Financial Advisory Services’s iShares Russell 3000 ETF IWV Stock Holding History

Keating Financial Advisory Services’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	$350K	Sell	820 -36	-4%	-$14.8K	0.05%	252
2026 Q1	$317K	Hold	856	–	–	0.05%	249
2025 Q4	$331K	Buy	+856	New	+$328K	0.04%	274

Other funds holding IWV

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 New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Keating Financial Advisory Services's IWV Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its iShares Russell 3000 ETF (IWV) stake by 4.2% in Q2 2026, selling an estimated $14.8K and leaving 820 shares worth $350K. The position accounts for 0.05% of the portfolio, ranked #252.

Keating Financial Advisory Services first reported a position in IWV in Q4 2025 and has held it in 3 quarters since. 913 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Keating Financial Advisory Services held 820 shares of iShares Russell 3000 ETF worth $350K as of Q2 2026.
Keating Financial Advisory Services sold 36 iShares Russell 3000 ETF shares in Q2 2026, an estimated $14.8K.
iShares Russell 3000 ETF made up 0.05% of Keating Financial Advisory Services's portfolio in Q2 2026, its #252 holding.
Keating Financial Advisory Services first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 3 quarters since.
913 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.