LWM Advisory Services’s iShares Russell 3000 ETF IWV Stock Holding History

LWM Advisory Services’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	$843K	Sell	1,977 -852	-30%	-$351K	1.5%	17
2026 Q1	$1.05M	Sell	2,829 -211	-7%	-$81.6K	1.12%	18
2025 Q4	$1.18M	Hold	3,040	–	–	0.69%	31
2025 Q3	$1.15M	Hold	3,040	–	–	0.67%	30
2025 Q2	$1.07M	Hold	3,040	–	–	0.74%	28
2025 Q1	$966K	Hold	3,040	–	–	0.67%	29
2024 Q4	$1.02M	Sell	3,040 -106	-3%	-$35.7K	0.71%	30
2024 Q3	$1.03M	Hold	3,146	–	–	0.76%	27
2024 Q2	$971K	Buy	3,146 +138	+5%	+$41.2K	0.82%	27
2024 Q1	$903K	Sell	3,008 -19	-0.6%	-$5.42K	0.72%	29
2023 Q4	$829K	Hold	3,027	–	–	0.73%	28
2023 Q3	$742K	Sell	3,027 -12	-0.4%	-$3.07K	0.8%	25
2023 Q2	$773K	Sell	3,039 -24	-0.8%	-$5.77K	0.82%	24
2023 Q1	$721K	Sell	3,063 -235	-7%	-$54.2K	0.77%	26
2022 Q4	$728K	Buy	3,298 +213	+7%	+$47.3K	0.8%	26
2022 Q3	$639K	Buy	3,085 +19	+0.6%	+$4.37K	0.72%	36
2022 Q2	$666K	Sell	3,066 -35	-1%	-$8.29K	0.8%	35
2022 Q1	$814K	Sell	3,101 -640	-17%	-$166K	1.01%	20
2021 Q4	$1.04M	Buy	+3,741	New	+$1.01M	1.29%	15

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

LWM Advisory Services's IWV Position: Q2 2026 in Review

LWM Advisory Services reduced its iShares Russell 3000 ETF (IWV) stake by 30% in Q2 2026, selling an estimated $351K and leaving 1,977 shares worth $843K. The position accounts for 1.5% of the portfolio, ranked #17.

LWM Advisory Services first reported a position in IWV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.18M in Q4 2025. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

LWM Advisory Services held 1,977 shares of iShares Russell 3000 ETF worth $843K as of Q2 2026.
LWM Advisory Services sold 852 iShares Russell 3000 ETF shares in Q2 2026, an estimated $351K.
iShares Russell 3000 ETF made up 1.5% of LWM Advisory Services's portfolio in Q2 2026, its #17 holding.
LWM Advisory Services first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 19 quarters since.
LWM Advisory Services's iShares Russell 3000 ETF position peaked at $1.18M in Q4 2025.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.