LWM
IWV icon

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
Q2 		– Sell
-900
Closed -$334K – 237
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

Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lyell Wealth Management's IWV Position: Q2 2026 in Review

Lyell Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q2 2026, closing a stake of 900 shares — an estimated $334K sold.

Lyell Wealth Management first reported a position in IWV in Q1 2024 and held it in 9 quarters. The position peaked at $445K in Q4 2025. 911 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Lyell Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q2 2026 after selling out during the quarter.
  • Lyell Wealth Management sold 900 iShares Russell 3000 ETF shares in Q2 2026, an estimated $334K.
  • Lyell Wealth Management first reported a position in iShares Russell 3000 ETF in Q1 2024 and held it in 9 quarters.
  • Lyell Wealth Management's iShares Russell 3000 ETF position peaked at $445K in Q4 2025.
  • 911 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.