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NWAM LLC’s iShares Russell 3000 ETF IWV Stock Holding History

NWAM LLC’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 		$337K Hold
908
– – 0.02% 481
2025
Q4 		$352K Hold
908
– – 0.02% 469
2025
Q3 		$344K Hold
908
– – 0.02% 484
2025
Q2 		$320K Hold
908
– – 0.02% 495
2025
Q1 		$288K Hold
908
– – 0.02% 407
2024
Q4 		$303K Hold
908
– – 0.02% 480
2024
Q3 		$297K Buy
+908
New +$286K 0.02% 496
2024
Q2 		– Sell
-908
Closed -$272K – 357
2024
Q1 		$272K Buy
+908
New +$259K 0.02% 455

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NWAM LLC's IWV Position: Q1 2026 in Review

NWAM LLC held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 908 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #481.

NWAM LLC first reported a position in IWV in Q1 2024 and has held it in 8 quarters since. The position peaked at $352K in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • NWAM LLC held 908 shares of iShares Russell 3000 ETF worth $337K as of Q1 2026.
  • NWAM LLC left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
  • iShares Russell 3000 ETF made up 0.02% of NWAM LLC's portfolio in Q1 2026, its #481 holding.
  • NWAM LLC first reported a position in iShares Russell 3000 ETF in Q1 2024 and has held it in 8 quarters since.
  • NWAM LLC's iShares Russell 3000 ETF position peaked at $352K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.