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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
Q2 		$593K Sell
1,396
-356
-20% -$147K 0.08% 95
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

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

McLean Asset Management's IWV Position: Q2 2026 in Review

McLean Asset Management reduced its iShares Russell 3000 ETF (IWV) stake by 20% in Q2 2026, selling an estimated $147K and leaving 1,396 shares worth $593K. The position accounts for 0.08% of the portfolio, ranked #95.

McLean Asset Management first reported a position in IWV in Q1 2025 and has held it in 6 quarters since. The position peaked at $689K in Q4 2025. 909 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • McLean Asset Management held 1,396 shares of iShares Russell 3000 ETF worth $593K as of Q2 2026.
  • McLean Asset Management sold 356 iShares Russell 3000 ETF shares in Q2 2026, an estimated $147K.
  • iShares Russell 3000 ETF made up 0.08% of McLean Asset Management's portfolio in Q2 2026, its #95 holding.
  • McLean Asset Management first reported a position in iShares Russell 3000 ETF in Q1 2025 and has held it in 6 quarters since.
  • McLean Asset Management's iShares Russell 3000 ETF position peaked at $689K in Q4 2025.
  • 909 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.