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 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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NewEdge Wealth's IWV Position: Q1 2026 in Review

NewEdge Wealth increased its iShares Russell 3000 ETF (IWV) stake by 0.61% in Q1 2026, buying an estimated $18.6K and bringing the position to 7,935 shares worth $2.94M. The position accounts for 0.04% of the portfolio, ranked #332.

NewEdge Wealth first reported a position in IWV in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.05M in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

NewEdge Wealth held 7,935 shares of iShares Russell 3000 ETF worth $2.94M as of Q1 2026.
NewEdge Wealth bought 48 iShares Russell 3000 ETF shares in Q1 2026, an estimated $18.6K.
iShares Russell 3000 ETF made up 0.04% of NewEdge Wealth's portfolio in Q1 2026, its #332 holding.
NewEdge Wealth first reported a position in iShares Russell 3000 ETF in Q2 2024 and has held it in 8 quarters since.
NewEdge Wealth's iShares Russell 3000 ETF position peaked at $3.05M in Q4 2025.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.