MMG
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Monetary Management Group’s iShares Russell 3000 ETF IWV Stock Holding History

Monetary Management Group’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 		$42.6K Hold
100
– – 0.01% 274
2026
Q1 		$37.1K Hold
100
– – 0.01% 274
2025
Q4 		$38.7K Hold
100
– – 0.01% 272
2025
Q3 		$37.9K Hold
100
– – 0.01% 269
2025
Q2 		$35.1K Hold
100
– – 0.01% 275
2025
Q1 		$31.8K Hold
100
– – 0.01% 276
2024
Q4 		$33.4K Hold
100
– – 0.01% 276
2024
Q3 		$32.7K Hold
100
– – 0.01% 275
2024
Q2 		$30.9K Hold
100
– – 0.01% 275
2024
Q1 		$30K Hold
100
– – 0.01% 277
2023
Q4 		$27.4K Hold
100
– – 0.01% 276
2023
Q3 		$24.5K Hold
100
– – 0.01% 277
2023
Q2 		$25.4K Hold
100
– – 0.01% 285
2023
Q1 		$23.5K Hold
100
– – 0.01% 290
2022
Q4 		$22.1K Sell
100
-25
-20% -$5.55K 0.01% 295
2022
Q3 		$26K Hold
125
– – 0.01% 291
2022
Q2 		$27K Hold
125
– – 0.01% 288
2022
Q1 		$33K Hold
125
– – 0.01% 288
2021
Q4 		$35K Hold
125
– – 0.01% 295
2021
Q3 		$32K Buy
+125
New +$32.7K 0.01% 283

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

Monetary Management Group's IWV Position: Q2 2026 in Review

Monetary Management Group held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 100 shares worth $42.6K. The position accounts for 0.01% of the portfolio, ranked #274.

Monetary Management Group first reported a position in IWV in Q3 2021 and has held it in 20 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Monetary Management Group held 100 shares of iShares Russell 3000 ETF worth $42.6K as of Q2 2026.
  • Monetary Management Group left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.01% of Monetary Management Group's portfolio in Q2 2026, its #274 holding.
  • Monetary Management Group first reported a position in iShares Russell 3000 ETF in Q3 2021 and has held it in 20 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Monetary Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.