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McClarren Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

McClarren Financial Advisors’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 		$4.33M Buy
10,165
+11
+0.1% +$4.53K 2.24% 12
2026
Q1 		$3.76M Buy
10,154
+3,677
+57% +$1.42M 2.23% 15
2025
Q4 		$3.92M Sell
6,477
-660
-9% -$253K 2.34% 13
2025
Q3 		$3.95M Sell
7,137
-3,407
-32% -$1.24M 2.42% 13
2025
Q2 		$3.7M Buy
10,544
+3,411
+48% +$1.11M 2.41% 13
2025
Q1 		$3.34M Buy
+7,133
New +$2.39M 2.21% 13
2024
Q4 		– Sell
-7,150
Closed -$1.43M – 263
2024
Q3 		$1.43M Buy
7,150
+4,990
+231% +$1.57M 0.18% 34
2024
Q2 		$3.3M Sell
2,160
-8,527
-80% -$2.54M 2.31% 12
2024
Q1 		$3.21M Buy
10,687
+27
+0.3% +$7.7K 2.3% 10
2023
Q4 		$2.92M Buy
10,660
+65
+0.6% +$16.6K 2.22% 10
2023
Q3 		$2.6M Sell
10,595
-26
-0.2% -$6.64K 2.26% 11
2023
Q2 		$2.7M Buy
10,621
+31
+0.3% +$7.46K 2.24% 10
2023
Q1 		$2.49M Buy
10,590
+38
+0.4% +$8.77K 2.26% 10
2022
Q4 		$2.33M Sell
10,552
-223
-2% -$49.6K 2.21% 10
2022
Q3 		$2.23M Buy
10,775
+1,709
+19% +$393K 2.22% 11
2022
Q2 		$1.97M Sell
9,066
-1,698
-16% -$402K 6.31% 6
2022
Q1 		$2.82M Buy
10,764
+27
+0.3% +$6.99K 2.04% 11
2021
Q4 		$2.98M Buy
10,737
+36
+0.3% +$9.75K 2.03% 11
2021
Q3 		$2.73M Buy
10,701
+36
+0.3% +$9.43K 2.12% 9
2021
Q2 		$2.73M Sell
10,665
-184
-2% -$45.9K 2.21% 9
2021
Q1 		$2.57M Sell
10,849
-265
-2% -$61.5K 2.3% 10
2020
Q4 		$2.45M Buy
+11,114
New +$2.33M 2.35% 10

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

McClarren Financial Advisors's IWV Position: Q2 2026 in Review

McClarren Financial Advisors increased its iShares Russell 3000 ETF (IWV) stake by 0.11% in Q2 2026, buying an estimated $4.53K and bringing the position to 10,165 shares worth $4.33M. The position accounts for 2.24% of the portfolio, ranked #12.

McClarren Financial Advisors first reported a position in IWV in Q4 2020 and has held it in 22 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • McClarren Financial Advisors held 10,165 shares of iShares Russell 3000 ETF worth $4.33M as of Q2 2026.
  • McClarren Financial Advisors bought 11 iShares Russell 3000 ETF shares in Q2 2026, an estimated $4.53K.
  • iShares Russell 3000 ETF made up 2.24% of McClarren Financial Advisors's portfolio in Q2 2026, its #12 holding.
  • McClarren Financial Advisors first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 22 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.