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

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

LPL Financial's IWV Position: Q2 2026 in Review

LPL Financial increased its iShares Russell 3000 ETF (IWV) stake by 1.8% in Q2 2026, buying an estimated $3.34M and bringing the position to 465,469 shares worth $198M. The position accounts for 0.04% of the portfolio, ranked #391.

LPL Financial first reported a position in IWV in Q2 2013 and has held it in 53 quarters since. 913 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

LPL Financial held 465,469 shares of iShares Russell 3000 ETF worth $198M as of Q2 2026.
LPL Financial bought 8,119 iShares Russell 3000 ETF shares in Q2 2026, an estimated $3.34M.
iShares Russell 3000 ETF made up 0.04% of LPL Financial's portfolio in Q2 2026, its #391 holding.
LPL Financial first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 53 quarters since.
913 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.