Magnolia Private Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

Magnolia Private Wealth’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	$406K	Hold	1,096	–	–	0.27%	80
2025 Q4	$424K	Hold	1,096	–	–	0.3%	73
2025 Q3	$415K	Hold	1,096	–	–	0.3%	66
2025 Q2	$385K	Hold	1,096	–	–	0.3%	69
2025 Q1	$348K	Hold	1,096	–	–	0.29%	78
2024 Q4	$366K	Buy	+1,096	New	+$369K	0.31%	71

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

Magnolia Private Wealth's IWV Position: Q1 2026 in Review

Magnolia Private Wealth held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 1,096 shares worth $406K. The position accounts for 0.27% of the portfolio, ranked #80.

Magnolia Private Wealth first reported a position in IWV in Q4 2024 and has held it in 6 quarters since. The position peaked at $424K in Q4 2025. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Magnolia Private Wealth held 1,096 shares of iShares Russell 3000 ETF worth $406K as of Q1 2026.
Magnolia Private Wealth left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.27% of Magnolia Private Wealth's portfolio in Q1 2026, its #80 holding.
Magnolia Private Wealth first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 6 quarters since.
Magnolia Private Wealth's iShares Russell 3000 ETF position peaked at $424K in Q4 2025.
867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.