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LM Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

LM 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 		$8.24M Buy
19,334
+15,389
+390% +$6.34M 0.95% 18
2026
Q1 		$10.6K Buy
3,945
+127
+3% +$49.1K 0.17% 97
2025
Q4 		$9.87K Sell
3,818
-6,031
-61% -$2.31M 0.18% 92
2025
Q3 		$3.73M Buy
9,849
+8,849
+885% +$3.23M 0.54% 39
2025
Q2 		$351K Hold
1,000
– – 0.05% 141
2025
Q1 		$318K Hold
1,000
– – 0.06% 180
2024
Q4 		$334K Sell
1,000
-1
-0.1% -$337 0.06% 155
2024
Q3 		$327K Hold
1,001
– – 0.07% 141
2024
Q2 		$309K Hold
1,001
– – 0.05% 151
2024
Q1 		$300K Hold
1,001
– – 0.05% 178
2023
Q4 		$274K Buy
+1,001
New +$255K 0.06% 162

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

LM Advisors's IWV Position: Q2 2026 in Review

LM Advisors increased its iShares Russell 3000 ETF (IWV) stake by 390% in Q2 2026, buying an estimated $6.34M and bringing the position to 19,334 shares worth $8.24M. The position accounts for 0.95% of the portfolio, ranked #18.

LM Advisors first reported a position in IWV in Q4 2023 and has held it in 11 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • LM Advisors held 19,334 shares of iShares Russell 3000 ETF worth $8.24M as of Q2 2026.
  • LM Advisors bought 15,389 iShares Russell 3000 ETF shares in Q2 2026, an estimated $6.34M.
  • iShares Russell 3000 ETF made up 0.95% of LM Advisors's portfolio in Q2 2026, its #18 holding.
  • LM Advisors first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.