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

Motive 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	$1.92M	Hold	4,508	–	–	0.79%	25
2026 Q1	$1.67M	Hold	4,508	–	–	0.78%	25
2025 Q4	$1.74M	Hold	4,508	–	–	0.74%	25
2025 Q3	$1.71M	Hold	4,508	–	–	0.74%	25
2025 Q2	$1.58M	Hold	4,508	–	–	0.72%	24
2025 Q1	$1.43M	Hold	4,508	–	–	0.77%	23
2024 Q4	$1.51M	Sell	4,508 -36	-0.8%	-$12.1K	0.81%	24
2024 Q3	$1.4M	Hold	4,544	–	–	0.84%	22
2024 Q2	$1.4M	Hold	4,544	–	–	0.84%	22
2024 Q1	$1.36M	Buy	+4,544	New	+$1.3M	0.83%	23
2023 Q1	–	Sell	-4,599	Closed	-$1.01M	–	55
2022 Q4	$1.01M	Sell	4,599 -112	-2%	-$24.9K	0.78%	23
2022 Q3	$975K	Hold	4,711	–	–	0.79%	24
2022 Q2	$1.02M	Hold	4,711	–	–	0.81%	26
2022 Q1	$1.24M	Sell	4,711 -2,643	-36%	-$684K	0.85%	29
2021 Q4	$2.04M	Buy	7,354 +4,784	+186%	+$1.3M	1.23%	19
2021 Q3	$655K	Hold	2,570	–	–	0.44%	49
2021 Q2	$658K	Buy	+2,570	New	+$641K	0.47%	50

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

Motive Wealth Advisors's IWV Position: Q2 2026 in Review

Motive Wealth Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 4,508 shares worth $1.92M. The position accounts for 0.79% of the portfolio, ranked #25.

Motive Wealth Advisors first reported a position in IWV in Q2 2021 and has held it in 17 quarters since. The position peaked at $2.04M in Q4 2021. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Motive Wealth Advisors held 4,508 shares of iShares Russell 3000 ETF worth $1.92M as of Q2 2026.
Motive Wealth Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.79% of Motive Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Motive Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q2 2021 and has held it in 17 quarters since.
Motive Wealth Advisors's iShares Russell 3000 ETF position peaked at $2.04M in Q4 2021.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.