New England Private Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

New England Private Wealth 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	$1.54M	Buy	3,653 +2	+0.1%	+$824	0.15%	97
2026 Q1	$1.35M	Sell	3,651 -506	-12%	-$196K	0.16%	91
2025 Q4	$1.61M	Sell	4,157 -388	-9%	-$149K	0.2%	80
2025 Q3	$1.72M	Sell	4,545 -142	-3%	-$51.8K	0.23%	77
2025 Q2	$1.69M	Buy	4,687 +12	+0.3%	+$3.9K	0.25%	69
2025 Q1	$1.48M	Buy	4,675 +12	+0.3%	+$4.02K	0.23%	68
2024 Q4	$1.56M	Buy	4,663 +183	+4%	+$61.6K	0.25%	68
2024 Q3	$1.46M	Sell	4,480 -868	-16%	-$273K	0.24%	69
2024 Q2	$1.65M	Buy	5,348 +14	+0.3%	+$4.18K	0.29%	61
2024 Q1	$1.6M	Buy	5,334 +13	+0.2%	+$3.71K	0.28%	59
2023 Q4	$1.46M	Buy	5,321 +510	+11%	+$130K	0.27%	63
2023 Q3	$1.18M	Sell	4,811 -386	-7%	-$98.6K	0.25%	64
2023 Q2	$1.32M	Buy	5,197 +12	+0.2%	+$2.89K	0.27%	60
2023 Q1	$1.22M	Buy	5,185 +17	+0.3%	+$3.92K	0.25%	58
2022 Q4	$1.14M	Buy	5,168 +501	+11%	+$111K	0.24%	56
2022 Q3	$966K	Sell	4,667 -8,823	-65%	-$2.03M	0.23%	55
2022 Q2	$2.72M	Sell	13,490 -7	-0.1%	-$1.66K	0.5%	41
2022 Q1	$2.72M	Buy	13,497 +29	+0.2%	+$7.51K	0.5%	41
2021 Q4	$2.92M	Buy	13,468 +8,303	+161%	+$2.25M	0.51%	40
2021 Q3	$1.32M	Sell	5,165 -57	-1%	-$14.9K	0.25%	51
2021 Q2	$1.34M	Buy	5,222 +4,006	+329%	+$999K	0.25%	51
2021 Q1	$288K	Buy	+1,216	New	+$282K	0.05%	84

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

New England Private Wealth Advisors's IWV Position: Q2 2026 in Review

New England Private Wealth Advisors increased its iShares Russell 3000 ETF (IWV) stake by 0.05% in Q2 2026, buying an estimated $824 and bringing the position to 3,653 shares worth $1.54M. The position accounts for 0.15% of the portfolio, ranked #97.

New England Private Wealth Advisors first reported a position in IWV in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.92M in Q4 2021. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

New England Private Wealth Advisors held 3,653 shares of iShares Russell 3000 ETF worth $1.54M as of Q2 2026.
New England Private Wealth Advisors bought 2 iShares Russell 3000 ETF shares in Q2 2026, an estimated $824.
iShares Russell 3000 ETF made up 0.15% of New England Private Wealth Advisors's portfolio in Q2 2026, its #97 holding.
New England Private Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q1 2021 and has held it in 22 quarters since.
New England Private Wealth Advisors's iShares Russell 3000 ETF position peaked at $2.92M in Q4 2021.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.