NorthRock Partners’s iShares Russell 3000 ETF IWV Stock Holding History

NorthRock Partners’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	$478K	Buy	1,120 +6	+0.5%	+$2.47K	0.01%	448
2026 Q1	$413K	Buy	1,114 +114	+11%	+$44.1K	0.01%	447
2025 Q4	$387K	Sell	1,000 -120	-11%	-$46K	0.01%	420
2025 Q3	$424K	Hold	1,120	–	–	0.01%	585
2025 Q2	$393K	Buy	1,120 +1,040	+1,300%	+$338K	0.01%	461
2025 Q1	$25.4K	Buy	+80	New	+$26.8K	﹤0.01%	725

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

NorthRock Partners's IWV Position: Q2 2026 in Review

NorthRock Partners increased its iShares Russell 3000 ETF (IWV) stake by 0.54% in Q2 2026, buying an estimated $2.47K and bringing the position to 1,120 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #448.

NorthRock Partners first reported a position in IWV in Q1 2025 and has held it in 6 quarters since. 748 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

NorthRock Partners held 1,120 shares of iShares Russell 3000 ETF worth $478K as of Q2 2026.
NorthRock Partners bought 6 iShares Russell 3000 ETF shares in Q2 2026, an estimated $2.47K.
iShares Russell 3000 ETF made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #448 holding.
NorthRock Partners first reported a position in iShares Russell 3000 ETF in Q1 2025 and has held it in 6 quarters since.
748 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.