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

Kestra Private Wealth 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 		$995K Sell
2,334
-112
-5% -$46.1K 0.01% 906
2026
Q1 		$907K Sell
2,446
-124
-5% -$48K 0.01% 883
2025
Q4 		$994K Sell
2,570
-72
-3% -$27.6K 0.01% 808
2025
Q3 		$1M Buy
2,642
+20
+0.8% +$7.29K 0.01% 778
2025
Q2 		$920K Buy
2,622
+533
+26% +$173K 0.01% 774
2025
Q1 		$664K Buy
2,089
+432
+26% +$145K 0.01% 841
2024
Q4 		$554K Buy
1,657
+218
+15% +$73.4K 0.01% 881
2024
Q3 		$470K Sell
1,439
-125
-8% -$39.3K 0.01% 899
2024
Q2 		$483K Sell
1,564
-27
-2% -$8.06K 0.01% 850
2024
Q1 		$477K Buy
1,591
+9
+0.6% +$2.57K 0.01% 816
2023
Q4 		$433K Buy
1,582
+78
+5% +$19.9K 0.01% 786
2023
Q3 		$369K Sell
1,504
-242
-14% -$61.8K 0.01% 771
2023
Q2 		$444K Buy
1,746
+109
+7% +$26.2K 0.02% 672
2023
Q1 		$385K Buy
1,637
+559
+52% +$129K 0.02% 680
2022
Q4 		$238K Buy
1,078
+58
+6% +$12.9K 0.01% 739
2022
Q3 		$211K Buy
1,020
+12
+1% +$2.76K 0.01% 768
2022
Q2 		$219K Buy
1,008
+70
+7% +$16.6K 0.01% 760
2022
Q1 		$246K Buy
+938
New +$243K 0.01% 817
2021
Q4 		– Sell
-861
Closed -$219K – 1006
2021
Q3 		$219K Hold
861
– – 0.01% 815
2021
Q2 		$220K Buy
+861
New +$215K 0.01% 780

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 Private Wealth Services's IWV Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares Russell 3000 ETF (IWV) stake by 4.6% in Q2 2026, selling an estimated $46.1K and leaving 2,334 shares worth $995K. The position accounts for 0.01% of the portfolio, ranked #906.

Kestra Private Wealth Services first reported a position in IWV in Q2 2021 and has held it in 20 quarters since. The position peaked at $1M in Q3 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Kestra Private Wealth Services held 2,334 shares of iShares Russell 3000 ETF worth $995K as of Q2 2026.
  • Kestra Private Wealth Services sold 112 iShares Russell 3000 ETF shares in Q2 2026, an estimated $46.1K.
  • iShares Russell 3000 ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #906 holding.
  • Kestra Private Wealth Services first reported a position in iShares Russell 3000 ETF in Q2 2021 and has held it in 20 quarters since.
  • Kestra Private Wealth Services's iShares Russell 3000 ETF position peaked at $1M in Q3 2025.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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