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 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

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

Marks Group Wealth Management's IWV Position: Q1 2026 in Review

Marks Group Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 545 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #333.

Marks Group Wealth Management first reported a position in IWV in Q4 2023 and has held it in 8 quarters since. The position peaked at $318K in Q4 2023. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Marks Group Wealth Management held 545 shares of iShares Russell 3000 ETF worth $202K as of Q1 2026.
Marks Group Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.02% of Marks Group Wealth Management's portfolio in Q1 2026, its #333 holding.
Marks Group Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 8 quarters since.
Marks Group Wealth Management's iShares Russell 3000 ETF position peaked at $318K in Q4 2023.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.