MWM
IWV icon

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

Modera 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
Q2 		$2.63M Sell
6,164
-100
-2% -$41.2K 0.03% 246
2026
Q1 		$2.32M Buy
6,264
+35
+0.6% +$13.5K 0.03% 246
2025
Q4 		$2.41M Sell
6,229
-174
-3% -$66.8K 0.03% 249
2025
Q3 		$2.43M Sell
6,403
-71
-1% -$25.9K 0.03% 245
2025
Q2 		$2.27M Buy
6,474
+316
+5% +$103K 0.03% 245
2025
Q1 		$1.96M Sell
6,158
-158
-3% -$53K 0.03% 248
2024
Q4 		$2.11M Sell
6,316
-18
-0.3% -$6.06K 0.03% 244
2024
Q3 		$2.07M Sell
6,334
-135
-2% -$42.5K 0.03% 232
2024
Q2 		$2M Sell
6,469
-631
-9% -$188K 0.03% 223
2024
Q1 		$2.13M Buy
7,100
+296
+4% +$84.4K 0.03% 218
2023
Q4 		$1.86M Sell
6,804
-439
-6% -$112K 0.03% 229
2023
Q3 		$1.78M Sell
7,243
-645
-8% -$165K 0.03% 226
2023
Q2 		$2.01M Buy
7,888
+770
+11% +$185K 0.04% 224
2023
Q1 		$1.68M Sell
7,118
-497
-7% -$115K 0.07% 104
2022
Q4 		$1.68M Sell
7,615
-101
-1% -$22.4K 0.07% 101
2022
Q3 		$1.6M Sell
7,716
-581
-7% -$134K 0.08% 97
2022
Q2 		$1.8M Sell
8,297
-343
-4% -$81.2K 0.09% 97
2022
Q1 		$2.27M Buy
8,640
+1,384
+19% +$358K 0.1% 94
2021
Q4 		$2.01M Buy
7,256
+821
+13% +$222K 0.08% 120
2021
Q3 		$1.64M Buy
6,435
+1
+0% +$262 0.08% 79
2021
Q2 		$1.65M Hold
6,434
– – 0.09% 77
2021
Q1 		$1.53M Sell
6,434
-13
-0.2% -$3.02K 0.1% 72
2020
Q4 		$1.44M Buy
6,447
+86
+1% +$18.1K 0.11% 73
2020
Q3 		$1.25M Sell
6,361
-199
-3% -$38.5K 0.18% 45
2020
Q2 		$1.18M Buy
6,560
+1
+0% +$169 0.19% 48
2020
Q1 		$973K Buy
+6,559
New +$1.17M 0.2% 54

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Modera Wealth Management's IWV Position: Q2 2026 in Review

Modera Wealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 1.6% in Q2 2026, selling an estimated $41.2K and leaving 6,164 shares worth $2.63M. The position accounts for 0.03% of the portfolio, ranked #246.

Modera Wealth Management first reported a position in IWV in Q1 2020 and has held it in 26 quarters since. 586 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Modera Wealth Management held 6,164 shares of iShares Russell 3000 ETF worth $2.63M as of Q2 2026.
  • Modera Wealth Management sold 100 iShares Russell 3000 ETF shares in Q2 2026, an estimated $41.2K.
  • iShares Russell 3000 ETF made up 0.03% of Modera Wealth Management's portfolio in Q2 2026, its #246 holding.
  • Modera Wealth Management first reported a position in iShares Russell 3000 ETF in Q1 2020 and has held it in 26 quarters since.
  • 586 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.