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Maridea Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Maridea 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 		$401K Sell
940
-550
-37% -$227K 0.04% 355
2026
Q1 		$552K Buy
1,490
+111
+8% +$42.9K 0.08% 236
2025
Q4 		$533K Sell
1,379
-159
-10% -$61K 0.08% 237
2025
Q3 		$587K Sell
1,538
-393
-20% -$143K 0.09% 212
2025
Q2 		$678K Sell
1,931
-14,725
-88% -$4.78M 0.18% 116
2025
Q1 		$5.29M Sell
16,656
-744
-4% -$249K 1.72% 10
2024
Q4 		$5.82M Buy
+17,400
New +$5.86M 1.87% 9

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

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

Maridea Wealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 37% in Q2 2026, selling an estimated $227K and leaving 940 shares worth $401K. The position accounts for 0.04% of the portfolio, ranked #355.

Maridea Wealth Management first reported a position in IWV in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.82M in Q4 2024. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Maridea Wealth Management held 940 shares of iShares Russell 3000 ETF worth $401K as of Q2 2026.
  • Maridea Wealth Management sold 550 iShares Russell 3000 ETF shares in Q2 2026, an estimated $227K.
  • iShares Russell 3000 ETF made up 0.04% of Maridea Wealth Management's portfolio in Q2 2026, its #355 holding.
  • Maridea Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
  • Maridea Wealth Management's iShares Russell 3000 ETF position peaked at $5.82M in Q4 2024.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.