Linscomb Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

Linscomb Wealth’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	$202K	Buy	+474	New	+$195K	0.01%	307
2026 Q1	–	Sell	-1,062	Closed	-$411K	–	347
2025 Q4	$411K	Sell	1,062 -125	-11%	-$48K	0.02%	236
2025 Q3	$450K	Sell	1,187 -144	-11%	-$52.5K	0.02%	236
2025 Q2	$467K	Sell	1,331 -35	-3%	-$11.4K	0.02%	235
2025 Q1	$434K	Sell	1,366 -9	-0.7%	-$3.02K	0.02%	230
2024 Q4	$460K	Buy	1,375 +41	+3%	+$13.8K	0.02%	225
2024 Q3	$436K	Sell	1,334 -30	-2%	-$9.44K	0.02%	226
2024 Q2	$421K	Sell	1,364 -193	-12%	-$57.6K	0.02%	224
2024 Q1	$467K	Buy	1,557 +1	+0.1%	+$285	0.02%	220
2023 Q4	$426K	Sell	1,556 -3	-0.2%	-$765	0.02%	220
2023 Q3	$382K	Sell	1,559 -15	-1%	-$3.83K	0.02%	220
2023 Q2	$401K	Sell	1,574 -89	-5%	-$21.4K	0.02%	226
2023 Q1	$391K	Buy	1,663 +1	+0.1%	+$231	0.02%	232
2022 Q4	$367K	Hold	1,662	–	–	0.02%	256
2022 Q3	$344K	Sell	1,662 -6	-0.4%	-$1.38K	0.02%	224
2022 Q2	$363K	Sell	1,668 -21	-1%	-$4.97K	0.02%	226
2022 Q1	$443K	Hold	1,689	–	–	0.02%	245
2021 Q4	$469K	Sell	1,689 -82	-5%	-$22.2K	0.02%	233
2021 Q3	$451K	Sell	1,771 -5	-0.3%	-$1.31K	0.02%	233
2021 Q2	$455K	Sell	1,776 -23	-1%	-$5.73K	0.02%	230
2021 Q1	$427K	Buy	1,799 +1	+0.1%	+$232	0.02%	227
2020 Q4	$402K	Sell	1,798 -253	-12%	-$53.1K	0.02%	221
2020 Q3	$401K	Sell	2,051 -1,974	-49%	-$382K	0.03%	211
2020 Q2	$725K	Buy	4,025 +28	+0.7%	+$4.74K	0.05%	170
2020 Q1	$593K	Sell	3,997 -21	-0.5%	-$3.74K	0.05%	216
2019 Q4	$757K	Buy	4,018 +1	+0%	+$180	0.05%	267
2019 Q3	$698K	Buy	4,017 +27	+0.7%	+$4.68K	0.06%	147
2019 Q2	$688K	Sell	3,990 -38	-0.9%	-$6.45K	0.06%	150
2019 Q1	$671K	Buy	4,028 +199	+5%	+$31.9K	0.06%	149
2018 Q4	$563K	Sell	3,829 -333	-8%	-$52.9K	0.05%	156
2018 Q3	$717K	Buy	4,162 +190	+5%	+$32.2K	0.06%	144
2018 Q2	$645K	Sell	3,972 -23	-0.6%	-$3.7K	0.05%	154
2018 Q1	$625K	Buy	3,995 +1	+0%	+$162	0.05%	151
2017 Q4	$632K	Buy	3,994 +20	+0.5%	+$3.08K	0.05%	155
2017 Q3	$593K	Buy	3,974 +2	+0.1%	+$292	0.05%	150
2017 Q2	$572K	Sell	3,972 -94	-2%	-$13.4K	0.05%	154
2017 Q1	$569K	Sell	4,066 -34	-0.8%	-$4.7K	0.05%	152
2016 Q4	$545K	Buy	4,100 +2	+0%	+$259	0.05%	165
2016 Q3	$525K	Buy	4,098 +2	+0%	+$255	0.05%	161
2016 Q2	$508K	Hold	4,096	–	–	0.05%	158
2016 Q1	$495K	Sell	4,096 -366	-8%	-$41.9K	0.05%	160
2015 Q4	$537K	Sell	4,462 -9	-0.2%	-$1.09K	0.06%	146
2015 Q3	$509K	Buy	4,471 +522	+13%	+$63.2K	0.06%	151
2015 Q2	$490K	Sell	3,949 -25	-0.6%	-$3.15K	0.05%	170
2015 Q1	$492K	Sell	3,974 -4,947	-55%	-$609K	0.05%	174
2014 Q4	$1.09M	Buy	8,921 +3,537	+66%	+$422K	0.12%	108
2014 Q3	$629K	Buy	5,384 +717	+15%	+$84.5K	0.07%	149
2014 Q2	$549K	Sell	4,667 -993	-18%	-$113K	0.06%	164
2014 Q1	$636K	Buy	+5,660	New	+$625K	0.07%	142

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

Linscomb Wealth's IWV Position: Q2 2026 in Review

Linscomb Wealth opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 474 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #307 among its holdings. This is a return to the name: Linscomb Wealth previously reported a position in IWV as recently as Q4 2025.

Linscomb Wealth first reported a position in IWV in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.09M in Q4 2014. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Linscomb Wealth held 474 shares of iShares Russell 3000 ETF worth $202K as of Q2 2026.
iShares Russell 3000 ETF was a new Linscomb Wealth position in Q2 2026.
iShares Russell 3000 ETF made up 0.01% of Linscomb Wealth's portfolio in Q2 2026, its #307 holding.
Linscomb Wealth first reported a position in iShares Russell 3000 ETF in Q1 2014 and has held it in 49 quarters since.
Linscomb Wealth's iShares Russell 3000 ETF position peaked at $1.09M in Q4 2014.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.