LRI Investments’s iShares Russell 3000 ETF IWV Stock Holding History

LRI Investments’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 Q1	–	Sell	-100	Closed	-$38.7K	–	1462
2025 Q4	$38.7K	Buy	+100	New	+$38.4K	﹤0.01%	586

Other funds holding IWV

SCM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

UMC

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LRI Investments's IWV Position: Q1 2026 in Review

LRI Investments sold out of iShares Russell 3000 ETF (IWV) in Q1 2026, closing a stake of 100 shares — an estimated $38.7K sold.

LRI Investments first reported a position in IWV in Q4 2025 and held it in 1 quarter. The position peaked at $38.7K in Q4 2025. 868 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

LRI Investments reported no remaining iShares Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
LRI Investments sold 100 iShares Russell 3000 ETF shares in Q1 2026, an estimated $38.7K.
LRI Investments first reported a position in iShares Russell 3000 ETF in Q4 2025 and held it in 1 quarter.
LRI Investments's iShares Russell 3000 ETF position peaked at $38.7K in Q4 2025.
868 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on LRI Investments's 13F filing for Q1 2026, filed 30 Apr 2026.