NW
IWV icon

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

NewEdge Wealth’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 		$3.75M Buy
8,789
+854
+11% +$352K 0.04% 303
2026
Q1 		$2.94M Buy
7,935
+48
+0.6% +$18.6K 0.04% 332
2025
Q4 		$3.05M Buy
7,887
+57
+0.7% +$21.9K 0.03% 346
2025
Q3 		$3.01M Buy
7,830
+7
+0.1% +$2.55K 0.04% 308
2025
Q2 		$2.81M Sell
7,823
-88
-1% -$28.6K 0.04% 311
2025
Q1 		$2.51M Sell
7,911
-26
-0.3% -$8.72K 0.05% 304
2024
Q4 		$2.65M Buy
7,937
+5,145
+184% +$1.73M 0.05% 299
2024
Q3 		$912K Buy
2,792
+1,907
+215% +$600K 0.02% 484
2024
Q2 		$273K Buy
+885
New +$264K 0.01% 660

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

NewEdge Wealth's IWV Position: Q2 2026 in Review

NewEdge Wealth increased its iShares Russell 3000 ETF (IWV) stake by 11% in Q2 2026, buying an estimated $352K and bringing the position to 8,789 shares worth $3.75M. The position accounts for 0.04% of the portfolio, ranked #303.

NewEdge Wealth first reported a position in IWV in Q2 2024 and has held it in 9 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • NewEdge Wealth held 8,789 shares of iShares Russell 3000 ETF worth $3.75M as of Q2 2026.
  • NewEdge Wealth bought 854 iShares Russell 3000 ETF shares in Q2 2026, an estimated $352K.
  • iShares Russell 3000 ETF made up 0.04% of NewEdge Wealth's portfolio in Q2 2026, its #303 holding.
  • NewEdge Wealth first reported a position in iShares Russell 3000 ETF in Q2 2024 and has held it in 9 quarters since.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.