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Naples Global Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Naples Global 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 		$1.16M Hold
2,728
– – 0.07% 229
2026
Q1 		$1.01M Sell
2,728
-620
-19% -$240K 0.07% 228
2025
Q4 		$1.3M Hold
3,348
– – 0.1% 203
2025
Q3 		$1.27M Hold
3,348
– – 0.1% 206
2025
Q2 		$1.18M Buy
3,348
+1,588
+90% +$516K 0.1% 208
2025
Q1 		$559K Buy
+1,760
New +$590K 0.05% 277

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

Naples Global Advisors's IWV Position: Q2 2026 in Review

Naples Global Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 2,728 shares worth $1.16M. The position accounts for 0.07% of the portfolio, ranked #229.

Naples Global Advisors first reported a position in IWV in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.3M in Q4 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Naples Global Advisors held 2,728 shares of iShares Russell 3000 ETF worth $1.16M as of Q2 2026.
  • Naples Global Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.07% of Naples Global Advisors's portfolio in Q2 2026, its #229 holding.
  • Naples Global Advisors first reported a position in iShares Russell 3000 ETF in Q1 2025 and has held it in 6 quarters since.
  • Naples Global Advisors's iShares Russell 3000 ETF position peaked at $1.3M in Q4 2025.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.