Manchester Financial’s iShares Russell 3000 ETF IWV Stock Holding History

Manchester Financial’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	$2.13M	Hold	4,996	–	–	0.38%	35
2026 Q1	$1.85M	Sell	4,996 -55	-1%	-$21.3K	0.36%	39
2025 Q4	$1.95M	Hold	5,051	–	–	0.37%	40
2025 Q3	$1.91M	Hold	5,051	–	–	0.38%	38
2025 Q2	$1.77M	Hold	5,051	–	–	0.37%	35
2025 Q1	$1.6M	Hold	5,051	–	–	0.36%	35
2024 Q4	$1.69M	Hold	5,051	–	–	0.37%	32
2024 Q3	$1.65M	Hold	5,051	–	–	0.36%	30
2024 Q2	$1.56M	Sell	5,051 -195	-4%	-$58.2K	0.38%	31
2024 Q1	$1.57M	Hold	5,246	–	–	0.41%	30
2023 Q4	$1.44M	Hold	5,246	–	–	0.4%	29
2023 Q3	$1.29M	Hold	5,246	–	–	0.38%	29
2023 Q2	$1.34M	Hold	5,246	–	–	0.38%	28
2023 Q1	$1.23M	Hold	5,246	–	–	0.36%	32
2022 Q4	$1.16M	Hold	5,246	–	–	0.31%	36
2022 Q3	$1.09M	Sell	5,246 -45	-0.9%	-$10.4K	0.31%	37
2022 Q2	$1.15M	Buy	+5,291	New	+$1.25M	0.45%	35

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

Manchester Financial's IWV Position: Q2 2026 in Review

Manchester Financial held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 4,996 shares worth $2.13M. The position accounts for 0.38% of the portfolio, ranked #35.

Manchester Financial first reported a position in IWV in Q2 2022 and has held it in 17 quarters since. 909 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Manchester Financial held 4,996 shares of iShares Russell 3000 ETF worth $2.13M as of Q2 2026.
Manchester Financial left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.38% of Manchester Financial's portfolio in Q2 2026, its #35 holding.
Manchester Financial first reported a position in iShares Russell 3000 ETF in Q2 2022 and has held it in 17 quarters since.
909 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Manchester Financial's 13F filing for Q2 2026, filed 17 Jul 2026.