Midland Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Midland Wealth 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	$634K	Hold	1,487	–	–	0.03%	96
2026 Q1	$551K	Hold	1,487	–	–	0.03%	104
2025 Q4	$575K	Hold	1,487	–	–	0.03%	100
2025 Q3	$563K	Hold	1,487	–	–	0.03%	107
2025 Q2	$522K	Hold	1,487	–	–	0.03%	116
2025 Q1	$472K	Sell	1,487 -78	-5%	-$26.2K	0.03%	131
2024 Q4	$523K	Hold	1,565	–	–	0.03%	127
2024 Q3	$511K	Buy	1,565 +67	+4%	+$21.1K	0.03%	134
2024 Q2	$462K	Hold	1,498	–	–	0.03%	146
2024 Q1	$450K	Hold	1,498	–	–	0.03%	146
2023 Q4	$410K	Buy	+1,498	New	+$382K	0.03%	145

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

Midland Wealth Advisors's IWV Position: Q2 2026 in Review

Midland Wealth Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,487 shares worth $634K. The position accounts for 0.03% of the portfolio, ranked #96.

Midland Wealth Advisors first reported a position in IWV in Q4 2023 and has held it in 11 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Midland Wealth Advisors held 1,487 shares of iShares Russell 3000 ETF worth $634K as of Q2 2026.
Midland Wealth Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.03% of Midland Wealth Advisors's portfolio in Q2 2026, its #96 holding.
Midland Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 11 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.