Mullaney, Keating & Wright’s iShares Russell 3000 ETF IWV Stock Holding History

Mullaney, Keating & Wright’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	$733K	Sell	1,718 -21	-1%	-$8.65K	0.35%	33
2026 Q1	$645K	Buy	1,739 +90	+5%	+$34.8K	0.35%	34
2025 Q4	$638K	Buy	1,649 +132	+9%	+$50.7K	0.34%	33
2025 Q3	$575K	Buy	1,517 +1	+0.1%	+$365	0.32%	36
2025 Q2	$532K	Hold	1,516	–	–	0.35%	34
2025 Q1	$481K	Buy	1,516 +1	+0.1%	+$335	0.32%	36
2024 Q4	$507K	Sell	1,515 -13	-0.9%	-$4.38K	0.34%	31
2024 Q3	$499K	Buy	1,528 +1	+0.1%	+$315	0.35%	33
2024 Q2	$471K	Buy	+1,527	New	+$456K	0.37%	29

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

Mullaney, Keating & Wright's IWV Position: Q2 2026 in Review

Mullaney, Keating & Wright reduced its iShares Russell 3000 ETF (IWV) stake by 1.2% in Q2 2026, selling an estimated $8.65K and leaving 1,718 shares worth $733K. The position accounts for 0.35% of the portfolio, ranked #33.

Mullaney, Keating & Wright first reported a position in IWV in Q2 2024 and has held it in 9 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Mullaney, Keating & Wright held 1,718 shares of iShares Russell 3000 ETF worth $733K as of Q2 2026.
Mullaney, Keating & Wright sold 21 iShares Russell 3000 ETF shares in Q2 2026, an estimated $8.65K.
iShares Russell 3000 ETF made up 0.35% of Mullaney, Keating & Wright's portfolio in Q2 2026, its #33 holding.
Mullaney, Keating & Wright first reported a position in iShares Russell 3000 ETF in Q2 2024 and has held it in 9 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Mullaney, Keating & Wright's 13F filing for Q2 2026, filed 14 Jul 2026.