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

Kestra 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 		$17.4M Sell
40,750
-464
-1% -$191K 0.06% 355
2026
Q1 		$15.3M Buy
41,214
+1,016
+3% +$393K 0.06% 337
2025
Q4 		$15.6M Buy
40,198
+315
+0.8% +$121K 0.06% 306
2025
Q3 		$15.1M Buy
39,883
+2,748
+7% +$1M 0.07% 290
2025
Q2 		$13M Sell
37,135
-19,553
-34% -$6.35M 0.06% 308
2025
Q1 		$18M Buy
56,688
+512
+0.9% +$172K 0.09% 206
2024
Q4 		$18.8M Buy
56,176
+9,019
+19% +$3.04M 0.1% 194
2024
Q3 		$15.4M Buy
47,157
+11,769
+33% +$3.7M 0.08% 250
2024
Q2 		$10.9M Sell
35,388
-699
-2% -$209K 0.06% 333
2024
Q1 		$10.8M Sell
36,087
-85
-0.2% -$24.2K 0.07% 289
2023
Q4 		$9.9M Buy
36,172
+15,395
+74% +$3.93M 0.08% 280
2023
Q3 		$5.09M Sell
20,777
-2,107
-9% -$538K 0.05% 379
2023
Q2 		$5.82M Sell
22,884
-247
-1% -$59.4K 0.06% 330
2023
Q1 		$5.45M Sell
23,131
-1,396
-6% -$322K 0.06% 329
2022
Q4 		$5.41M Sell
24,527
-25
-0.1% -$5.55K 0.05% 406
2022
Q3 		$5.08M Buy
24,552
+1,098
+5% +$253K 0.05% 370
2022
Q2 		$5.1M Sell
23,454
-1,374
-6% -$325K 0.05% 361
2022
Q1 		$6.51M Sell
24,828
-832
-3% -$215K 0.07% 309
2021
Q4 		$7.12M Sell
25,660
-1,224
-5% -$332K 0.07% 283
2021
Q3 		$6.85M Sell
26,884
-50
-0.2% -$13.1K 0.07% 308
2021
Q2 		$6.89M Buy
26,934
+779
+3% +$194K 0.08% 285
2021
Q1 		$6.21M Sell
26,155
-1,910
-7% -$444K 0.08% 281
2020
Q4 		$6.25M Sell
28,065
-1,853
-6% -$389K 0.07% 288
2020
Q3 		$5.86M Buy
+29,918
New +$5.79M 0.11% 221

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

Kestra Advisory Services's IWV Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares Russell 3000 ETF (IWV) stake by 1.1% in Q2 2026, selling an estimated $191K and leaving 40,750 shares worth $17.4M. The position accounts for 0.06% of the portfolio, ranked #355.

Kestra Advisory Services first reported a position in IWV in Q3 2020 and has held it in 24 quarters since. The position peaked at $18.8M in Q4 2024. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Kestra Advisory Services held 40,750 shares of iShares Russell 3000 ETF worth $17.4M as of Q2 2026.
  • Kestra Advisory Services sold 464 iShares Russell 3000 ETF shares in Q2 2026, an estimated $191K.
  • iShares Russell 3000 ETF made up 0.06% of Kestra Advisory Services's portfolio in Q2 2026, its #355 holding.
  • Kestra Advisory Services first reported a position in iShares Russell 3000 ETF in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's iShares Russell 3000 ETF position peaked at $18.8M in Q4 2024.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.