Lake Street Private Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

Lake Street Private Wealth’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	$213K	Buy	+499	New	+$206K	0.02%	265

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

Lake Street Private Wealth's IWV Position: Q2 2026 in Review

Lake Street Private Wealth opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 499 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #265 among its holdings.

906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Lake Street Private Wealth held 499 shares of iShares Russell 3000 ETF worth $213K as of Q2 2026.
iShares Russell 3000 ETF was a new Lake Street Private Wealth position in Q2 2026.
iShares Russell 3000 ETF made up 0.02% of Lake Street Private Wealth's portfolio in Q2 2026, its #265 holding.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.