Moss Adams Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Moss Adams Wealth 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	$17.8M	Sell	41,783 -148	-0.4%	-$61K	1.11%	11
2026 Q1	$15.5M	Sell	41,931 -7,055	-14%	-$2.73M	1.14%	13
2025 Q4	$19M	Sell	48,986 -484	-1%	-$186K	1.37%	13
2025 Q3	$18.7M	Sell	49,470 -1,755	-3%	-$640K	1.46%	12
2025 Q2	$18M	Buy	51,225 +10,787	+27%	+$3.5M	1.63%	12
2025 Q1	$12.8M	Buy	40,438 +2,111	+6%	+$708K	1.35%	13
2024 Q4	$12.8M	Sell	38,327 -916	-2%	-$308K	1.35%	13
2024 Q3	$12.8M	Sell	39,243 -1,582	-4%	-$498K	1.4%	13
2024 Q2	$12.6M	Sell	40,825 -826	-2%	-$246K	1.74%	11
2024 Q1	$12.5M	Buy	41,651 +7,328	+21%	+$2.09M	2.01%	9
2023 Q4	$9.4M	Sell	34,323 -2,267	-6%	-$578K	1.96%	12
2023 Q3	$8.98M	Sell	36,590 -5,111	-12%	-$1.31M	3.06%	5
2023 Q2	$10.6M	Buy	41,701 +2,409	+6%	+$579K	3.46%	5
2023 Q1	$9.25M	Sell	39,292 -13,550	-26%	-$3.13M	3.15%	5
2022 Q4	$11.7M	Buy	+52,842	New	+$11.7M	5.83%	3

Other funds holding IWV

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

BlackRock New York $6.73T AUM 46.02% 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

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

Moss Adams Wealth Advisors's IWV Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 0.35% in Q2 2026, selling an estimated $61K and leaving 41,783 shares worth $17.8M. The position accounts for 1.11% of the portfolio, ranked #11.

Moss Adams Wealth Advisors first reported a position in IWV in Q4 2022 and has held it in 15 quarters since. The position peaked at $19M in Q4 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Moss Adams Wealth Advisors held 41,783 shares of iShares Russell 3000 ETF worth $17.8M as of Q2 2026.
Moss Adams Wealth Advisors sold 148 iShares Russell 3000 ETF shares in Q2 2026, an estimated $61K.
iShares Russell 3000 ETF made up 1.11% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #11 holding.
Moss Adams Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 15 quarters since.
Moss Adams Wealth Advisors's iShares Russell 3000 ETF position peaked at $19M in Q4 2025.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.