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

Marks Group 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	$220K	Sell	517 -28	-5%	-$11.5K	0.02%	345
2026 Q1	$202K	Hold	545	–	–	0.02%	333
2025 Q4	$211K	Hold	545	–	–	0.02%	324
2025 Q3	$207K	Buy	+545	New	+$199K	0.02%	291
2025 Q1	–	Sell	-835	Closed	-$279K	–	307
2024 Q4	$279K	Hold	835	–	–	0.03%	263
2024 Q3	$273K	Sell	835 -35	-4%	-$11K	0.03%	265
2024 Q2	$269K	Hold	870	–	–	0.03%	267
2024 Q1	$261K	Sell	870 -290	-25%	-$82.7K	0.03%	275
2023 Q4	$318K	Buy	+1,160	New	+$296K	0.04%	252

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

Marks Group Wealth Management's IWV Position: Q2 2026 in Review

Marks Group Wealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 5.1% in Q2 2026, selling an estimated $11.5K and leaving 517 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #345.

Marks Group Wealth Management first reported a position in IWV in Q4 2023 and has held it in 9 quarters since. The position peaked at $318K in Q4 2023. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Marks Group Wealth Management held 517 shares of iShares Russell 3000 ETF worth $220K as of Q2 2026.
Marks Group Wealth Management sold 28 iShares Russell 3000 ETF shares in Q2 2026, an estimated $11.5K.
iShares Russell 3000 ETF made up 0.02% of Marks Group Wealth Management's portfolio in Q2 2026, its #345 holding.
Marks Group Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 9 quarters since.
Marks Group Wealth Management's iShares Russell 3000 ETF position peaked at $318K in Q4 2023.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.