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

Legacy Financial 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 		$322K Sell
754
-1
-0.1% -$412 0.04% 334
2026
Q1 		$280K Sell
755
-20
-3% -$7.74K 0.04% 340
2025
Q4 		$300K Sell
775
-74
-9% -$28.4K 0.04% 315
2025
Q3 		$322K Hold
849
– – 0.04% 306
2025
Q2 		$298K Hold
849
– – 0.05% 275
2025
Q1 		$270K Sell
849
-23
-3% -$7.71K 0.05% 290
2024
Q4 		$291K Sell
872
-600
-41% -$202K 0.05% 275
2024
Q3 		$481K Sell
1,472
-59
-4% -$18.6K 0.08% 204
2024
Q2 		$473K Hold
1,531
– – 0.08% 182
2024
Q1 		$459K Sell
1,531
-282
-16% -$80.4K 0.08% 185
2023
Q4 		$496K Sell
1,813
-21
-1% -$5.35K 0.1% 171
2023
Q3 		$449K Sell
1,834
-530
-22% -$135K 0.09% 153
2023
Q2 		$602K Sell
2,364
-77
-3% -$18.5K 0.11% 114
2023
Q1 		$575K Sell
2,441
-261
-10% -$60.2K 0.12% 109
2022
Q4 		$596K Sell
2,702
-4,512
-63% -$1M 0.13% 97
2022
Q3 		$1.49M Sell
7,214
-26
-0.4% -$5.98K 0.36% 35
2022
Q2 		$1.57M Buy
7,240
+3,860
+114% +$914K 0.39% 29
2022
Q1 		$887K Buy
3,380
+177
+6% +$45.8K 0.2% 52
2021
Q4 		$889K Sell
3,203
-133
-4% -$36K 0.2% 53
2021
Q3 		$850K Sell
3,336
-428
-11% -$112K 0.21% 47
2021
Q2 		$963K Sell
3,764
-165
-4% -$41.1K 0.24% 39
2021
Q1 		$932K Sell
3,929
-96
-2% -$22.3K 0.26% 38
2020
Q4 		$900K Sell
4,025
-65
-2% -$13.7K 0.25% 35
2020
Q3 		$800K Buy
+4,090
New +$791K 0.24% 34
2018
Q3 		– Sell
-4,960
Closed -$826K – 912
2018
Q2 		$826K Hold
4,960
– – 0.31% 31
2018
Q1 		$779K Hold
4,960
– – 0.31% 28
2017
Q4 		$784K Buy
+4,960
New +$765K 0.32% 26

Other funds holding IWV

Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legacy Financial Advisors's IWV Position: Q2 2026 in Review

Legacy Financial Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 0.13% in Q2 2026, selling an estimated $412 and leaving 754 shares worth $322K. The position accounts for 0.04% of the portfolio, ranked #334.

Legacy Financial Advisors first reported a position in IWV in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.57M in Q2 2022. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Legacy Financial Advisors held 754 shares of iShares Russell 3000 ETF worth $322K as of Q2 2026.
  • Legacy Financial Advisors sold 1 iShares Russell 3000 ETF share in Q2 2026, an estimated $412.
  • iShares Russell 3000 ETF made up 0.04% of Legacy Financial Advisors's portfolio in Q2 2026, its #334 holding.
  • Legacy Financial Advisors first reported a position in iShares Russell 3000 ETF in Q4 2017 and has held it in 27 quarters since.
  • Legacy Financial Advisors's iShares Russell 3000 ETF position peaked at $1.57M in Q2 2022.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.