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

Moran 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	–	Sell	-18,660	Closed	-$7.22M	–	523
2025 Q4	$7.22M	Buy	+18,660	New	+$7.16M	0.22%	145
2025 Q3	–	Sell	-2,433	Closed	-$854K	–	522
2025 Q2	$854K	Buy	+2,433	New	+$790K	0.03%	338
2025 Q1	–	Sell	-21,946	Closed	-$7.34M	–	468
2024 Q4	$7.34M	Buy	21,946 +21,107	+2,516%	+$7.11M	0.23%	127
2024 Q3	$274K	Hold	839	–	–	0.01%	393
2024 Q2	$259K	Sell	839 -5,831	-87%	-$1.74M	0.01%	378
2024 Q1	$2M	Sell	6,670 -13,916	-68%	-$3.97M	0.06%	256
2023 Q4	$5.64M	Buy	20,586 +12,046	+141%	+$3.07M	0.2%	149
2023 Q3	$2.09M	Sell	8,540 -3,588	-30%	-$917K	0.08%	212
2023 Q2	$3.09M	Buy	12,128 +1,257	+12%	+$302K	0.12%	192
2023 Q1	$2.56M	Sell	10,871 -23,477	-68%	-$5.42M	0.1%	202
2022 Q4	$7.58M	Buy	+34,348	New	+$7.63M	0.29%	112

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Moran Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q1 2026, closing a stake of 18,660 shares — an estimated $7.22M sold.

Moran Wealth Management first reported a position in IWV in Q4 2022 and held it in 11 quarters. The position peaked at $7.58M in Q4 2022. 868 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Moran Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
Moran Wealth Management sold 18,660 iShares Russell 3000 ETF shares in Q1 2026, an estimated $7.22M.
Moran Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2022 and held it in 11 quarters.
Moran Wealth Management's iShares Russell 3000 ETF position peaked at $7.58M in Q4 2022.
868 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.