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

NewEdge 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 		$6.54M Sell
15,344
-1,132
-7% -$466K 0.02% 672
2026
Q1 		$6.11M Sell
16,476
-3,169
-16% -$1.23M 0.02% 617
2025
Q4 		$7.6M Buy
19,645
+6,500
+49% +$2.49M 0.03% 516
2025
Q3 		$4.98M Sell
13,145
-264
-2% -$96.3K 0.02% 627
2025
Q2 		$4.71M Sell
13,409
-308
-2% -$100K 0.02% 591
2025
Q1 		$4.36M Buy
13,717
+146
+1% +$49K 0.03% 555
2024
Q4 		$4.54M Buy
13,571
+11,250
+485% +$3.79M 0.03% 535
2024
Q3 		$758K Buy
2,321
+43
+2% +$13.5K ﹤0.01% 1234
2024
Q2 		$703K Buy
2,278
+533
+31% +$159K 0.01% 1225
2024
Q1 		$524K Sell
1,745
-28
-2% -$7.99K ﹤0.01% 1320
2023
Q4 		$491K Buy
1,773
+242
+16% +$61.7K ﹤0.01% 1291
2023
Q3 		$375K Sell
1,531
-5,614
-79% -$1.43M ﹤0.01% 1319
2023
Q2 		$1.82M Buy
7,145
+5,669
+384% +$1.36M 0.02% 621
2023
Q1 		$347K Buy
1,476
+74
+5% +$17.1K ﹤0.01% 1311
2022
Q4 		$289K Buy
+1,402
New +$312K 0.01% 1027
2022
Q1 		– Sell
-939
Closed -$261K – 1385
2021
Q4 		$261K Buy
+939
New +$254K ﹤0.01% 1397

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

NewEdge Advisors's IWV Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 6.9% in Q2 2026, selling an estimated $466K and leaving 15,344 shares worth $6.54M. The position accounts for 0.02% of the portfolio, ranked #672.

NewEdge Advisors first reported a position in IWV in Q4 2021 and has held it in 16 quarters since. The position peaked at $7.6M in Q4 2025. 789 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • NewEdge Advisors held 15,344 shares of iShares Russell 3000 ETF worth $6.54M as of Q2 2026.
  • NewEdge Advisors sold 1,132 iShares Russell 3000 ETF shares in Q2 2026, an estimated $466K.
  • iShares Russell 3000 ETF made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #672 holding.
  • NewEdge Advisors first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 16 quarters since.
  • NewEdge Advisors's iShares Russell 3000 ETF position peaked at $7.6M in Q4 2025.
  • 789 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.