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

KPP 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	$393K	Hold	921	–	–	0.05%	262
2026 Q1	$341K	Hold	921	–	–	0.05%	269
2025 Q4	$356K	Sell	921 -50	-5%	-$19.2K	0.05%	250
2025 Q3	$368K	Buy	971 +317	+48%	+$116K	0.05%	245
2025 Q2	$230K	Buy	+654	New	+$212K	0.04%	287

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

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

KPP Advisory Services held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 921 shares worth $393K. The position accounts for 0.05% of the portfolio, ranked #262.

KPP Advisory Services first reported a position in IWV in Q2 2025 and has held it in 5 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

KPP Advisory Services held 921 shares of iShares Russell 3000 ETF worth $393K as of Q2 2026.
KPP Advisory Services left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.05% of KPP Advisory Services's portfolio in Q2 2026, its #262 holding.
KPP Advisory Services first reported a position in iShares Russell 3000 ETF in Q2 2025 and has held it in 5 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.