LPL Financial’s iShares Russell 3000 ETF IWV Stock Holding History

LPL Financial’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
2022 Q4	–	Sell	-1,000	Closed	-$207K	–	4502
2022 Q3	$207K	Buy	+1,000	New	+$230K	﹤0.01%	3902
2022 Q2	–	Sell	-1,000	Closed	-$262K	–	4487
2022 Q1	$262K	Buy	+1,000	New	+$259K	﹤0.01%	3675
2020 Q4	–	Sell	-2,000	Closed	-$391K	–	3837
2020 Q3	$391K	Hold	2,000	–	–	﹤0.01%	2680
2020 Q2	$360K	Hold	2,000	–	–	﹤0.01%	2692
2020 Q1	$297K	Buy	+2,000	New	+$356K	﹤0.01%	2514

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial's IWV Position: Q1 2026 in Review

LPL Financial reduced its iShares Russell 3000 ETF (IWV) stake by 8.6% in Q1 2026, selling an estimated $16.6M and leaving 457,350 shares worth $170M. The position accounts for 0.05% of the portfolio, ranked #388.

LPL Financial first reported a position in IWV in Q2 2013 and has held it in 52 quarters since. The position peaked at $194M in Q3 2025. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

LPL Financial held 457,350 shares of iShares Russell 3000 ETF worth $170M as of Q1 2026.
LPL Financial sold 42,872 iShares Russell 3000 ETF shares in Q1 2026, an estimated $16.6M.
iShares Russell 3000 ETF made up 0.05% of LPL Financial's portfolio in Q1 2026, its #388 holding.
LPL Financial first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 52 quarters since.
LPL Financial's iShares Russell 3000 ETF position peaked at $194M in Q3 2025.
867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.