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

Modern 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 		$3.27M Buy
7,680
+3,295
+75% +$1.36M 0.04% 308
2026
Q1 		$1.64M Buy
4,385
+2,091
+91% +$809K 0.03% 331
2025
Q4 		$887K Sell
2,294
-100
-4% -$38.4K 0.02% 422
2025
Q3 		$907K Hold
2,394
– – 0.02% 410
2025
Q2 		$840K Buy
2,394
+64
+3% +$20.8K 0.02% 392
2025
Q1 		$740K Buy
+2,330
New +$781K 0.02% 350

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

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

Modern Wealth Management increased its iShares Russell 3000 ETF (IWV) stake by 75% in Q2 2026, buying an estimated $1.36M and bringing the position to 7,680 shares worth $3.27M. The position accounts for 0.04% of the portfolio, ranked #308.

Modern Wealth Management first reported a position in IWV in Q1 2025 and has held it in 6 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Modern Wealth Management held 7,680 shares of iShares Russell 3000 ETF worth $3.27M as of Q2 2026.
  • Modern Wealth Management bought 3,295 iShares Russell 3000 ETF shares in Q2 2026, an estimated $1.36M.
  • iShares Russell 3000 ETF made up 0.04% of Modern Wealth Management's portfolio in Q2 2026, its #308 holding.
  • Modern Wealth Management first reported a position in iShares Russell 3000 ETF in Q1 2025 and has held it in 6 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.