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MONECO Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

MONECO 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 		$504K Buy
1,183
+126
+12% +$51.9K 0.03% 366
2026
Q1 		$392K Sell
1,057
-3
-0.3% -$1.16K 0.03% 354
2025
Q4 		$410K Buy
1,060
+2
+0.2% +$768 0.03% 337
2025
Q3 		$401K Buy
1,058
+1
+0.1% +$365 0.03% 341
2025
Q2 		$371K Buy
1,057
+1
+0.1% +$325 0.03% 346
2025
Q1 		$335K Sell
1,056
-24
-2% -$8.05K 0.03% 341
2024
Q4 		$361K Sell
1,080
-3
-0.3% -$1.01K 0.04% 336
2024
Q3 		$354K Buy
1,083
+2
+0.2% +$630 0.04% 317
2024
Q2 		$334K Hold
1,081
– – 0.05% 305
2024
Q1 		$324K Buy
1,081
+1
+0.1% +$285 0.05% 306
2023
Q4 		$296K Buy
1,080
+4
+0.4% +$1.02K 0.06% 294
2023
Q3 		$264K Hold
1,076
– – 0.07% 271
2023
Q2 		$274K Buy
1,076
+2
+0.2% +$481 0.07% 267
2023
Q1 		$253K Sell
1,074
-25
-2% -$5.77K 0.07% 268
2022
Q4 		$242K Buy
1,099
+3
+0.3% +$667 0.09% 221
2022
Q3 		$227K Buy
1,096
+2
+0.2% +$460 0.09% 217
2022
Q2 		$238K Sell
1,094
-120
-10% -$28.4K 0.09% 212
2022
Q1 		$319K Buy
1,214
+2
+0.2% +$518 0.12% 170
2021
Q4 		$313K Sell
1,212
-51
-4% -$13.8K 0.12% 176
2021
Q3 		$322K Buy
+1,263
New +$331K 0.13% 173
2020
Q1 		– Sell
-1,032
Closed -$200K – 137
2019
Q4 		$200K Buy
+1,032
New +$186K 0.14% 143
2019
Q2 		– Sell
-1,892
Closed -$315K – 137
2019
Q1 		$315K Sell
1,892
-30
-2% -$4.82K 0.26% 92
2018
Q4 		$282K Buy
+1,922
New +$305K 0.33% 67

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

MONECO Advisors's IWV Position: Q2 2026 in Review

MONECO Advisors increased its iShares Russell 3000 ETF (IWV) stake by 12% in Q2 2026, buying an estimated $51.9K and bringing the position to 1,183 shares worth $504K. The position accounts for 0.03% of the portfolio, ranked #366.

MONECO Advisors first reported a position in IWV in Q4 2018 and has held it in 23 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • MONECO Advisors held 1,183 shares of iShares Russell 3000 ETF worth $504K as of Q2 2026.
  • MONECO Advisors bought 126 iShares Russell 3000 ETF shares in Q2 2026, an estimated $51.9K.
  • iShares Russell 3000 ETF made up 0.03% of MONECO Advisors's portfolio in Q2 2026, its #366 holding.
  • MONECO Advisors first reported a position in iShares Russell 3000 ETF in Q4 2018 and has held it in 23 quarters since.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.