Legacy Capital Group California’s iShares Russell 3000 ETF IWV Stock Holding History

Legacy Capital Group California’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 Q1	$366K	Hold	987	–	–	0.14%	215
2025 Q4	$382K	Hold	987	–	–	0.09%	259
2025 Q3	$374K	Hold	987	–	–	0.1%	256
2025 Q2	$346K	Hold	987	–	–	0.1%	243
2025 Q1	$314K	Hold	987	–	–	0.11%	219
2024 Q4	$330K	Hold	987	–	–	0.1%	233
2024 Q3	$322K	Hold	987	–	–	0.11%	215
2024 Q2	$305K	Hold	987	–	–	0.11%	218
2024 Q1	$296K	Hold	987	–	–	0.11%	225
2023 Q4	$270K	Hold	987	–	–	0.1%	234
2023 Q3	$242K	Hold	987	–	–	0.1%	233
2023 Q2	$251K	Hold	987	–	–	0.1%	223
2023 Q1	$232K	Buy	+987	New	+$228K	0.11%	218

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Capital Group California's IWV Position: Q1 2026 in Review

Legacy Capital Group California held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 987 shares worth $366K. The position accounts for 0.14% of the portfolio, ranked #215.

Legacy Capital Group California first reported a position in IWV in Q1 2023 and has held it in 13 quarters since. The position peaked at $382K in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Legacy Capital Group California held 987 shares of iShares Russell 3000 ETF worth $366K as of Q1 2026.
Legacy Capital Group California left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.14% of Legacy Capital Group California's portfolio in Q1 2026, its #215 holding.
Legacy Capital Group California first reported a position in iShares Russell 3000 ETF in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Group California's iShares Russell 3000 ETF position peaked at $382K in Q4 2025.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.