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MSH Capital Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

MSH Capital 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 		$913K Sell
2,140
-13
-0.6% -$5.36K 0.16% 131
2026
Q1 		$798K Buy
2,153
+17
+0.8% +$6.58K 0.17% 128
2025
Q4 		$826K Buy
2,136
+231
+12% +$88.6K 0.18% 129
2025
Q3 		$722K Buy
1,905
+18
+1% +$6.56K 0.19% 129
2025
Q2 		$662K Sell
1,887
-131
-6% -$42.5K 0.19% 127
2025
Q1 		$641K Buy
2,018
+116
+6% +$38.9K 0.2% 121
2024
Q4 		$636K Buy
1,902
+20
+1% +$6.73K 0.2% 119
2024
Q3 		$615K Buy
1,882
+4
+0.2% +$1.26K 0.19% 124
2024
Q2 		$580K Buy
1,878
+1
+0.1% +$298 0.19% 121
2024
Q1 		$563K Sell
1,877
-1,171
-38% -$334K 0.2% 118
2023
Q4 		$834K Buy
3,048
+34
+1% +$8.67K 0.31% 91
2023
Q3 		$739K Sell
3,014
-234
-7% -$59.8K 0.29% 96
2023
Q2 		$826K Sell
3,248
-543
-14% -$131K 0.3% 90
2023
Q1 		$893K Buy
3,791
+235
+7% +$54.2K 0.38% 80
2022
Q4 		$785K Sell
3,556
-271
-7% -$60.2K 0.35% 87
2022
Q3 		$792K Sell
3,827
-620
-14% -$143K 0.39% 83
2022
Q2 		$967K Sell
4,447
-54
-1% -$12.8K 0.45% 74
2022
Q1 		$1.18M Sell
4,501
-59
-1% -$15.3K 0.49% 68
2021
Q4 		$1.27M Buy
+4,560
New +$1.24M 0.57% 60

Other funds holding IWV

Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MSH Capital Advisors's IWV Position: Q2 2026 in Review

MSH Capital Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 0.6% in Q2 2026, selling an estimated $5.36K and leaving 2,140 shares worth $913K. The position accounts for 0.16% of the portfolio, ranked #131.

MSH Capital Advisors first reported a position in IWV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.27M in Q4 2021. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • MSH Capital Advisors held 2,140 shares of iShares Russell 3000 ETF worth $913K as of Q2 2026.
  • MSH Capital Advisors sold 13 iShares Russell 3000 ETF shares in Q2 2026, an estimated $5.36K.
  • iShares Russell 3000 ETF made up 0.16% of MSH Capital Advisors's portfolio in Q2 2026, its #131 holding.
  • MSH Capital Advisors first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 19 quarters since.
  • MSH Capital Advisors's iShares Russell 3000 ETF position peaked at $1.27M in Q4 2021.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.