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McLean Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History

McLean Asset 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 		$649K Hold
1,752
– – 0.11% 81
2025
Q4 		$689K Buy
1,752
+31
+2% +$11.9K 0.12% 76
2025
Q3 		$658K Buy
1,721
+70
+4% +$25.5K 0.14% 80
2025
Q2 		$583K Buy
1,651
+886
+116% +$288K 0.15% 76
2025
Q1 		$215K Buy
+765
New +$256K 0.07% 140

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

McLean Asset Management's IWV Position: Q1 2026 in Review

McLean Asset Management held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 1,752 shares worth $649K. The position accounts for 0.11% of the portfolio, ranked #81.

McLean Asset Management first reported a position in IWV in Q1 2025 and has held it in 5 quarters since. The position peaked at $689K in Q4 2025. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • McLean Asset Management held 1,752 shares of iShares Russell 3000 ETF worth $649K as of Q1 2026.
  • McLean Asset Management left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
  • iShares Russell 3000 ETF made up 0.11% of McLean Asset Management's portfolio in Q1 2026, its #81 holding.
  • McLean Asset Management first reported a position in iShares Russell 3000 ETF in Q1 2025 and has held it in 5 quarters since.
  • McLean Asset Management's iShares Russell 3000 ETF position peaked at $689K in Q4 2025.
  • 867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.