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 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

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

M3 Advisory Group's IWV Position: Q1 2026 in Review

M3 Advisory Group increased its iShares Russell 3000 ETF (IWV) stake by 0.13% in Q1 2026, buying an estimated $387 and bringing the position to 743 shares worth $276K. The position accounts for 0.17% of the portfolio, ranked #104.

M3 Advisory Group first reported a position in IWV in Q2 2025 and has held it in 4 quarters since. The position peaked at $287K in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

M3 Advisory Group held 743 shares of iShares Russell 3000 ETF worth $276K as of Q1 2026.
M3 Advisory Group bought 1 iShares Russell 3000 ETF share in Q1 2026, an estimated $387.
iShares Russell 3000 ETF made up 0.17% of M3 Advisory Group's portfolio in Q1 2026, its #104 holding.
M3 Advisory Group first reported a position in iShares Russell 3000 ETF in Q2 2025 and has held it in 4 quarters since.
M3 Advisory Group's iShares Russell 3000 ETF position peaked at $287K in Q4 2025.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.