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 Q2	$421K	Hold	987	–	–	0.13%	226
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

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 Capital Group California's IWV Position: Q2 2026 in Review

Legacy Capital Group California held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 987 shares worth $421K. The position accounts for 0.13% of the portfolio, ranked #226.

Legacy Capital Group California first reported a position in IWV in Q1 2023 and has held it in 14 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Legacy Capital Group California held 987 shares of iShares Russell 3000 ETF worth $421K as of Q2 2026.
Legacy Capital Group California left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.13% of Legacy Capital Group California's portfolio in Q2 2026, its #226 holding.
Legacy Capital Group California first reported a position in iShares Russell 3000 ETF in Q1 2023 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 Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.