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 +8,690	+82%	+$3.58M	0.95%	18
2026 Q1	$3.94M	Buy	10,644 +775	+8%	+$300K	0.55%	36
2025 Q4	$3.82M	Buy	9,869 +20	+0.2%	+$7.68K	0.52%	37
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 New York $1.15T AUM 47.82% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

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 82% in Q2 2026, buying an estimated $3.58M 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. 917 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 8,690 iShares Russell 3000 ETF shares in Q2 2026, an estimated $3.58M.
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.
917 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.