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Mount Yale Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Mount Yale Investment 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 		$511K Buy
+1,378
New +$533K 0.01% 713
2025
Q3 		– Sell
-533
Closed -$187K – 1144
2025
Q2 		$187K Buy
+533
New +$173K 0.01% 549
2024
Q4 		– Sell
-601
Closed -$196K – 588
2024
Q3 		$196K Sell
601
-48
-7% -$15.1K 0.02% 522
2024
Q2 		$200K Buy
+649
New +$194K 0.02% 517
2022
Q1 		– Sell
-757
Closed -$210K – 485
2021
Q4 		$210K Sell
757
-110
-13% -$29.8K 0.02% 443
2021
Q3 		$221K Hold
867
– – 0.03% 429
2021
Q2 		$222K Hold
867
– – 0.03% 391
2021
Q1 		$206K Buy
+867
New +$201K 0.03% 392
2020
Q3 		– Sell
-1,214
Closed -$219K – 359
2020
Q2 		$219K Sell
1,214
-464
-28% -$78.6K 0.04% 294
2020
Q1 		$249K Sell
1,678
-31
-2% -$5.52K 0.06% 251
2019
Q4 		$322K Sell
1,709
-142
-8% -$25.6K 0.06% 270
2019
Q3 		$335K Hold
1,851
– – 0.06% 255
2019
Q2 		$313K Sell
1,851
-246
-12% -$41.7K 0.06% 258
2019
Q1 		$350K Hold
2,097
– – 0.07% 235
2018
Q4 		$336K Hold
2,097
– – 0.07% 239
2018
Q3 		$348K Hold
2,097
– – 0.06% 232
2018
Q2 		$340K Hold
2,097
– – 0.06% 237
2018
Q1 		$328K Buy
+2,097
New +$339K 0.07% 236

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Mount Yale Investment Advisors's IWV Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares Russell 3000 ETF (IWV) in Q1 2026: 1,378 shares worth $511K. The stake represents 0.01% of the portfolio and ranks #713 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in IWV as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in IWV in Q1 2018 and has held it in 18 quarters since. 868 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Mount Yale Investment Advisors held 1,378 shares of iShares Russell 3000 ETF worth $511K as of Q1 2026.
  • iShares Russell 3000 ETF was a new Mount Yale Investment Advisors position in Q1 2026.
  • iShares Russell 3000 ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #713 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Russell 3000 ETF in Q1 2018 and has held it in 18 quarters since.
  • 868 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.