Newton One Investments’s iShares Russell 3000 ETF IWV Stock Holding History

Newton One Investments’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	$200K	Sell	469 -4	-0.8%	-$1.65K	0.05%	43
2026 Q1	$175K	Sell	473 -113	-19%	-$43.7K	0.05%	42
2025 Q4	$227K	Buy	586 +1	+0.2%	+$384	0.07%	39
2025 Q3	$222K	Buy	585 +2	+0.3%	+$729	0.07%	39
2025 Q2	$205K	Buy	583 +1	+0.2%	+$325	0.06%	39
2025 Q1	$185K	Sell	582 -63	-10%	-$21.1K	0.07%	42
2024 Q4	$215K	Buy	645 +2	+0.3%	+$673	0.08%	41
2024 Q3	$210K	Buy	643 +3	+0.5%	+$944	0.08%	41
2024 Q2	$198K	Buy	640 +1	+0.2%	+$298	0.09%	43
2024 Q1	$192K	Buy	639 +2	+0.3%	+$571	0.08%	42
2023 Q4	$174K	Buy	637 +5	+0.8%	+$1.27K	0.08%	43
2023 Q3	$155K	Hold	632	–	–	0.09%	44
2023 Q2	$161K	Buy	632 +1	+0.2%	+$240	0.09%	42
2023 Q1	$148K	Buy	631 +3	+0.5%	+$692	0.09%	41
2022 Q4	$139K	Hold	628	–	–	0.09%	41
2022 Q3	$130K	Hold	628	–	–	0.09%	39
2022 Q2	$137K	Hold	628	–	–	0.1%	38
2022 Q1	$165K	Hold	628	–	–	0.12%	36
2021 Q4	$174K	Buy	628 +4	+0.6%	+$1.08K	0.12%	37
2021 Q3	$159K	Hold	624	–	–	0.12%	40
2021 Q2	$160K	Buy	624 +3	+0.5%	+$748	0.13%	40
2021 Q1	$147K	Hold	621	–	–	0.13%	32
2020 Q4	$139K	Buy	+621	New	+$130K	0.14%	31

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

Newton One Investments's IWV Position: Q2 2026 in Review

Newton One Investments reduced its iShares Russell 3000 ETF (IWV) stake by 0.85% in Q2 2026, selling an estimated $1.65K and leaving 469 shares worth $200K. The position accounts for 0.05% of the portfolio, ranked #43.

Newton One Investments first reported a position in IWV in Q4 2020 and has held it in 23 quarters since. The position peaked at $227K in Q4 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Newton One Investments held 469 shares of iShares Russell 3000 ETF worth $200K as of Q2 2026.
Newton One Investments sold 4 iShares Russell 3000 ETF shares in Q2 2026, an estimated $1.65K.
iShares Russell 3000 ETF made up 0.05% of Newton One Investments's portfolio in Q2 2026, its #43 holding.
Newton One Investments first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 23 quarters since.
Newton One Investments's iShares Russell 3000 ETF position peaked at $227K in Q4 2025.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.