Mutual Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Mutual 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	$211K	Hold	568	–	–	﹤0.01%	1253
2025 Q4	$220K	Buy	568 +6	+1%	+$2.3K	﹤0.01%	1224
2025 Q3	$215K	Hold	562	–	–	﹤0.01%	1197
2025 Q2	$204K	Buy	+562	New	+$183K	0.01%	1129
2025 Q1	–	Sell	-3,344	Closed	-$1.13M	–	1132
2024 Q4	$1.13M	Sell	3,344 -290	-8%	-$97.6K	0.03%	442
2024 Q3	$1.2M	Sell	3,634 -113	-3%	-$35.6K	0.04%	427
2024 Q2	$1.17M	Sell	3,747 -574	-13%	-$171K	0.04%	442
2024 Q1	$1.3M	Sell	4,321 -534	-11%	-$152K	0.04%	397
2023 Q4	$1.33M	Sell	4,855 -130	-3%	-$33.1K	0.05%	376
2023 Q3	$1.22M	Buy	4,985 +112	+2%	+$28.6K	0.05%	366
2023 Q2	$1.24M	Buy	+4,873	New	+$1.17M	0.05%	373
2023 Q1	–	Sell	-1,038	Closed	-$229K	–	1000
2022 Q4	$229K	Buy	+1,038	New	+$231K	0.01%	825
2022 Q1	–	Sell	-4,886	Closed	-$1.36M	–	907
2021 Q4	$1.36M	Sell	4,886 -48	-1%	-$13K	0.07%	305
2021 Q3	$1.26M	Sell	4,934 -241	-5%	-$63.1K	0.07%	306
2021 Q2	$1.32M	Sell	5,175 -79	-2%	-$19.7K	0.08%	298
2021 Q1	$1.25M	Buy	5,254 +11	+0.2%	+$2.56K	0.09%	283
2020 Q4	$1.17M	Buy	5,243 +489	+10%	+$103K	0.09%	272
2020 Q3	$930K	Sell	4,754 -538	-10%	-$104K	0.08%	262
2020 Q2	$953K	Buy	+5,292	New	+$897K	0.09%	235

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Mutual Advisors's IWV Position: Q1 2026 in Review

Mutual Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 568 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Mutual Advisors first reported a position in IWV in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.36M in Q4 2021. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Mutual Advisors held 568 shares of iShares Russell 3000 ETF worth $211K as of Q1 2026.
Mutual Advisors left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up ﹤0.01% of Mutual Advisors's portfolio in Q1 2026, its #1253 holding.
Mutual Advisors first reported a position in iShares Russell 3000 ETF in Q2 2020 and has held it in 19 quarters since.
Mutual Advisors's iShares Russell 3000 ETF position peaked at $1.36M in Q4 2021.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.