Lyell Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Lyell Wealth Management’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	$334K	Sell	900 -250	-22%	-$96.7K	0.02%	177
2025 Q4	$445K	Hold	1,150	–	–	0.03%	157
2025 Q3	$436K	Hold	1,150	–	–	0.03%	154
2025 Q2	$404K	Hold	1,150	–	–	0.03%	161
2025 Q1	$365K	Hold	1,150	–	–	0.03%	161
2024 Q4	$384K	Hold	1,150	–	–	0.03%	153
2024 Q3	$376K	Hold	1,150	–	–	0.03%	164
2024 Q2	$355K	Sell	1,150 -220	-16%	-$65.7K	0.03%	154
2024 Q1	$411K	Buy	+1,370	New	+$391K	0.04%	148

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

Lyell Wealth Management's IWV Position: Q1 2026 in Review

Lyell Wealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 22% in Q1 2026, selling an estimated $96.7K and leaving 900 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #177.

Lyell Wealth Management first reported a position in IWV in Q1 2024 and has held it in 9 quarters since. The position peaked at $445K in Q4 2025. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Lyell Wealth Management held 900 shares of iShares Russell 3000 ETF worth $334K as of Q1 2026.
Lyell Wealth Management sold 250 iShares Russell 3000 ETF shares in Q1 2026, an estimated $96.7K.
iShares Russell 3000 ETF made up 0.02% of Lyell Wealth Management's portfolio in Q1 2026, its #177 holding.
Lyell Wealth Management first reported a position in iShares Russell 3000 ETF in Q1 2024 and has held it in 9 quarters since.
Lyell Wealth Management's iShares Russell 3000 ETF position peaked at $445K in Q4 2025.
867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.