Legacy Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Legacy Advisors’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	$300K	Hold	704	–	–	0.03%	240
2026 Q1	$261K	Buy	704 +1	+0.1%	+$387	0.03%	227
2025 Q4	$272K	Hold	703	–	–	0.03%	235
2025 Q3	$266K	Buy	+703	New	+$256K	0.03%	213
2025 Q1	$223K	Hold	701	–	–	0.02%	389
2024 Q4	$234K	Buy	701 +1	+0.1%	+$337	0.02%	355
2024 Q3	$229K	Buy	700 +1	+0.1%	+$315	0.02%	341
2024 Q2	$216K	Buy	+699	New	+$209K	0.03%	306
2019 Q3	–	Sell	-339	Closed	-$58K	–	216
2019 Q2	$58K	Buy	339 +1	+0.3%	+$170	0.04%	193
2019 Q1	$56K	Buy	+338	New	+$54.2K	0.02%	202
2018 Q4	–	Sell	-334	Closed	-$58K	–	248
2018 Q3	$58K	Hold	334	–	–	0.03%	217
2018 Q2	$54K	Hold	334	–	–	0.04%	180
2018 Q1	$52K	Buy	334 +227	+212%	+$36.7K	0.04%	161
2017 Q4	$16K	Buy	+107	New	+$16.5K	0.02%	206

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

Legacy Advisors's IWV Position: Q2 2026 in Review

Legacy Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 704 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #240.

Legacy Advisors first reported a position in IWV in Q4 2017 and has held it in 14 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Legacy Advisors held 704 shares of iShares Russell 3000 ETF worth $300K as of Q2 2026.
Legacy Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #240 holding.
Legacy Advisors first reported a position in iShares Russell 3000 ETF in Q4 2017 and has held it in 14 quarters since.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.