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 Q3	$304K	Buy	705 +1	+0.1%	+$432	0.03%	229
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

American Family Investments Madison, Wisconsin $6.41B AUM 0.75% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $901M AUM 8.48% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Legacy Advisors's IWV Position: Q3 2026 in Review

Legacy Advisors increased its iShares Russell 3000 ETF (IWV) stake by 0.14% in Q3 2026, buying an estimated $432 and bringing the position to 705 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #229.

Legacy Advisors first reported a position in IWV in Q4 2017 and has held it in 15 quarters since. 791 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

Legacy Advisors held 705 shares of iShares Russell 3000 ETF worth $304K as of Q3 2026.
Legacy Advisors bought 1 iShares Russell 3000 ETF share in Q3 2026, an estimated $432.
iShares Russell 3000 ETF made up 0.03% of Legacy Advisors's portfolio in Q3 2026, its #229 holding.
Legacy Advisors first reported a position in iShares Russell 3000 ETF in Q4 2017 and has held it in 15 quarters since.
791 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.