N.E.W. Advisory Services’s iShares Russell 3000 ETF IWV Stock Holding History

N.E.W. Advisory Services’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	$419K	Hold	982	–	–	0.03%	158
2026 Q1	$364K	Hold	982	–	–	0.03%	156
2025 Q4	$380K	Hold	982	–	–	0.03%	153
2025 Q3	$372K	Hold	982	–	–	0.03%	135
2025 Q2	$345K	Hold	982	–	–	0.03%	139
2025 Q1	$312K	Sell	982 -11	-1%	-$3.69K	0.02%	167
2024 Q4	$332K	Hold	993	–	–	0.03%	145
2024 Q3	$325K	Sell	993 -20	-2%	-$6.29K	0.03%	137
2024 Q2	$313K	Sell	1,013 -1	-0.1%	-$298	0.03%	137
2024 Q1	$304K	Sell	1,014 -10	-1%	-$2.85K	0.03%	134
2023 Q4	$280K	Sell	1,024 -53	-5%	-$13.5K	0.03%	135
2023 Q3	$264K	Hold	1,077	–	–	0.04%	129
2023 Q2	$274K	Sell	1,077 -263	-20%	-$63.2K	0.04%	113
2023 Q1	$315K	Sell	1,340 -10	-0.7%	-$2.31K	0.05%	104
2022 Q4	$298K	Buy	1,350 +9	+0.7%	+$2K	0.05%	105
2022 Q3	$278K	Hold	1,341	–	–	0.05%	103
2022 Q2	$291K	Sell	1,341 -2,076	-61%	-$492K	0.05%	99
2022 Q1	$809K	Buy	3,417 +1,845	+117%	+$478K	0.15%	61
2021 Q4	$436K	Hold	1,572	–	–	0.07%	92
2021 Q3	$400K	Sell	1,572 -100	-6%	-$26.2K	0.07%	94
2021 Q2	$430K	Sell	1,672 -1,745	-51%	-$435K	0.07%	91
2021 Q1	$820K	Sell	3,417 -1,536	-31%	-$357K	0.15%	62
2020 Q4	$1.11M	Buy	+4,953	New	+$1.04M	0.23%	50

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

N.E.W. Advisory Services's IWV Position: Q2 2026 in Review

N.E.W. Advisory Services held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 982 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #158.

N.E.W. Advisory Services first reported a position in IWV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.11M in Q4 2020. 663 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

N.E.W. Advisory Services held 982 shares of iShares Russell 3000 ETF worth $419K as of Q2 2026.
N.E.W. Advisory Services left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.03% of N.E.W. Advisory Services's portfolio in Q2 2026, its #158 holding.
N.E.W. Advisory Services first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 23 quarters since.
N.E.W. Advisory Services's iShares Russell 3000 ETF position peaked at $1.11M in Q4 2020.
663 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.