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 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

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

MB, Levis & Associates's IWV Position: Q1 2026 in Review

MB, Levis & Associates held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 27 shares worth $9.86K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

MB, Levis & Associates first reported a position in IWV in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.3K in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

MB, Levis & Associates held 27 shares of iShares Russell 3000 ETF worth $9.86K as of Q1 2026.
MB, Levis & Associates left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up ﹤0.01% of MB, Levis & Associates's portfolio in Q1 2026, its #167 holding.
MB, Levis & Associates first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 14 quarters since.
MB, Levis & Associates's iShares Russell 3000 ETF position peaked at $10.3K in Q4 2025.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on MB, Levis & Associates's 13F filing for Q1 2026, filed 8 Apr 2026.