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

Mosaic 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
Q1 		$3.76M Buy
9,249
+1,646
+22% +$637K 5.62% 6
2025
Q4 		$2.94M Sell
7,603
-1,126
-13% -$432K 5.64% 6
2025
Q3 		$3.31M Buy
+8,729
New +$3.18M 8.02% 7

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mosaic Advisors's IWV Position: Q1 2026 in Review

Mosaic Advisors increased its iShares Russell 3000 ETF (IWV) stake by 22% in Q1 2026, buying an estimated $637K and bringing the position to 9,249 shares worth $3.76M. The position accounts for 5.62% of the portfolio, ranked #6.

Mosaic Advisors first reported a position in IWV in Q3 2025 and has held it in 3 quarters since. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Mosaic Advisors held 9,249 shares of iShares Russell 3000 ETF worth $3.76M as of Q1 2026.
  • Mosaic Advisors bought 1,646 iShares Russell 3000 ETF shares in Q1 2026, an estimated $637K.
  • iShares Russell 3000 ETF made up 5.62% of Mosaic Advisors's portfolio in Q1 2026, its #6 holding.
  • Mosaic Advisors first reported a position in iShares Russell 3000 ETF in Q3 2025 and has held it in 3 quarters since.
  • 867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Mosaic Advisors's 13F filing for Q1 2026, filed 4 May 2026.