M3 Advisory Group’s iShares Russell 3000 ETF IWV Stock Holding History

M3 Advisory Group’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	$318K	Buy	745 +2	+0.3%	+$824	0.16%	103
2026 Q1	$276K	Buy	743 +1	+0.1%	+$387	0.17%	104
2025 Q4	$287K	Buy	742 +2	+0.3%	+$768	0.18%	95
2025 Q3	$280K	Buy	740 +2	+0.3%	+$729	0.17%	100
2025 Q2	$259K	Buy	+738	New	+$240K	0.18%	108

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

M3 Advisory Group's IWV Position: Q2 2026 in Review

M3 Advisory Group increased its iShares Russell 3000 ETF (IWV) stake by 0.27% in Q2 2026, buying an estimated $824 and bringing the position to 745 shares worth $318K. The position accounts for 0.16% of the portfolio, ranked #103.

M3 Advisory Group first reported a position in IWV in Q2 2025 and has held it in 5 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

M3 Advisory Group held 745 shares of iShares Russell 3000 ETF worth $318K as of Q2 2026.
M3 Advisory Group bought 2 iShares Russell 3000 ETF shares in Q2 2026, an estimated $824.
iShares Russell 3000 ETF made up 0.16% of M3 Advisory Group's portfolio in Q2 2026, its #103 holding.
M3 Advisory Group first reported a position in iShares Russell 3000 ETF in Q2 2025 and has held it in 5 quarters since.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.