MB, Levis & Associates’s iShares Russell 3000 ETF IWV Stock Holding History

MB, Levis & Associates’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	$11.4K	Hold	27	–	–	﹤0.01%	169
2026 Q1	$9.86K	Hold	27	–	–	﹤0.01%	167
2025 Q4	$10.3K	Buy	27 +1	+4%	+$384	﹤0.01%	163
2025 Q3	$10K	Hold	26	–	–	﹤0.01%	160
2025 Q2	$9.27K	Hold	26	–	–	﹤0.01%	195
2025 Q1	$8.36K	Hold	26	–	–	﹤0.01%	193
2024 Q4	$8.78K	Hold	26	–	–	﹤0.01%	192
2024 Q3	$8.56K	Hold	26	–	–	﹤0.01%	198
2024 Q2	$8.06K	Hold	26	–	–	﹤0.01%	199
2024 Q1	$7.81K	Hold	26	–	–	﹤0.01%	199
2023 Q4	$7.11K	Hold	26	–	–	﹤0.01%	199
2023 Q3	$6.31K	Hold	26	–	–	﹤0.01%	210
2023 Q2	$6.56K	Hold	26	–	–	﹤0.01%	211
2023 Q1	$6.05K	Hold	26	–	–	﹤0.01%	213
2022 Q4	$5.65K	Buy	+26	New	+$5.78K	﹤0.01%	203

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

MB, Levis & Associates's IWV Position: Q2 2026 in Review

MB, Levis & Associates held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 27 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #169.

MB, Levis & Associates first reported a position in IWV in Q4 2022 and has held it in 15 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

MB, Levis & Associates held 27 shares of iShares Russell 3000 ETF worth $11.4K as of Q2 2026.
MB, Levis & Associates left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up ﹤0.01% of MB, Levis & Associates's portfolio in Q2 2026, its #169 holding.
MB, Levis & Associates first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 15 quarters since.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.