MWM
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Mission Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Mission Wealth 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 		$5.82M Sell
15,688
-180
-1% -$69.6K 0.12% 95
2025
Q4 		$6.14M Sell
15,868
-219
-1% -$84K 0.12% 94
2025
Q3 		$6.1M Sell
16,087
-288
-2% -$105K 0.12% 96
2025
Q2 		$5.75M Sell
16,375
-493
-3% -$160K 0.12% 103
2025
Q1 		$5.36M Buy
16,868
+10
+0.1% +$3.35K 0.13% 100
2024
Q4 		$5.63M Sell
16,858
-22
-0.1% -$7.41K 0.13% 90
2024
Q3 		$5.52M Sell
16,880
-104
-0.6% -$32.7K 0.13% 86
2024
Q2 		$5.24M Buy
16,984
+59
+0.3% +$17.6K 0.14% 89
2024
Q1 		$5.08M Buy
16,925
+17
+0.1% +$4.85K 0.13% 104
2023
Q4 		$4.63M Buy
16,908
+7
+0% +$1.78K 0.15% 86
2023
Q3 		$4.14M Sell
16,901
-161
-0.9% -$41.1K 0.15% 83
2023
Q2 		$4.34M Buy
17,062
+43
+0.3% +$10.3K 0.16% 79
2023
Q1 		$4.01M Buy
17,019
+6,520
+62% +$1.5M 0.17% 78
2022
Q4 		$2.32M Buy
10,499
+497
+5% +$110K 0.11% 117
2022
Q3 		$2.07M Buy
10,002
+4
+0% +$920 0.11% 109
2022
Q2 		$2.17M Buy
9,998
+2
+0% +$474 0.11% 102
2022
Q1 		$2.62M Buy
9,996
+2
+0% +$518 0.12% 93
2021
Q4 		$2.77M Buy
9,994
+2
+0% +$542 0.12% 92
2021
Q3 		$2.55M Buy
9,992
+3
+0% +$785 0.13% 90
2021
Q2 		$2.56M Buy
9,989
+1
+0% +$249 0.14% 84
2021
Q1 		$2.37M Buy
9,988
+3
+0% +$697 0.14% 79
2020
Q4 		$2.23M Buy
9,985
+2
+0% +$420 0.14% 77
2020
Q3 		$1.95M Sell
9,983
-311
-3% -$60.2K 0.15% 74
2020
Q2 		$1.85M Buy
10,294
+2
+0% +$339 0.16% 73
2020
Q1 		$1.53M Buy
10,292
+152
+1% +$27K 0.17% 74
2019
Q4 		$1.91M Buy
10,140
+639
+7% +$115K 0.18% 71
2019
Q3 		$1.65M Sell
9,501
-90
-0.9% -$15.6K 0.18% 71
2019
Q2 		$1.65M Buy
9,591
+313
+3% +$53.1K 0.19% 67
2019
Q1 		$1.55M Buy
9,278
+20
+0.2% +$3.21K 0.18% 69
2018
Q4 		$1.36M Buy
9,258
+18
+0.2% +$2.86K 0.18% 68
2018
Q3 		$1.59M Sell
9,240
-67
-0.7% -$11.3K 0.21% 63
2018
Q2 		$1.51M Buy
9,307
+721
+8% +$116K 0.22% 58
2018
Q1 		$1.34M Hold
8,586
– – 0.22% 56
2017
Q4 		$1.36M Sell
8,586
-1,000
-10% -$154K 0.23% 52
2017
Q3 		$1.43M Hold
9,586
– – 0.26% 47
2017
Q2 		$1.38M Sell
9,586
-50
-0.5% -$7.11K 0.26% 47
2017
Q1 		$1.35M Hold
9,636
– – 0.26% 44
2016
Q4 		$1.28M Hold
9,636
– – 0.25% 45
2016
Q3 		$1.24M Sell
9,636
-9,183
-49% -$1.17M 0.3% 40
2016
Q2 		$2.33M Buy
18,819
+1,676
+10% +$205K 0.62% 23
2016
Q1 		$2.07M Hold
17,143
– – 0.56% 26
2015
Q4 		$2.06M Sell
17,143
-1,151
-6% -$140K 0.58% 23
2015
Q3 		$2.08M Buy
18,294
+7,941
+77% +$961K 0.63% 20
2015
Q2 		$1.28M Buy
+10,353
New +$1.3M 0.44% 30

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

Mission Wealth Management's IWV Position: Q1 2026 in Review

Mission Wealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 1.1% in Q1 2026, selling an estimated $69.6K and leaving 15,688 shares worth $5.82M. The position accounts for 0.12% of the portfolio, ranked #95.

Mission Wealth Management first reported a position in IWV in Q2 2015 and has held it in 44 quarters since. The position peaked at $6.14M in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Mission Wealth Management held 15,688 shares of iShares Russell 3000 ETF worth $5.82M as of Q1 2026.
  • Mission Wealth Management sold 180 iShares Russell 3000 ETF shares in Q1 2026, an estimated $69.6K.
  • iShares Russell 3000 ETF made up 0.12% of Mission Wealth Management's portfolio in Q1 2026, its #95 holding.
  • Mission Wealth Management first reported a position in iShares Russell 3000 ETF in Q2 2015 and has held it in 44 quarters since.
  • Mission Wealth Management's iShares Russell 3000 ETF position peaked at $6.14M in Q4 2025.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.