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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
Q2 		$387K Hold
908
– – 0.02% 500
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

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

NWAM LLC's IWV Position: Q2 2026 in Review

NWAM LLC held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 908 shares worth $387K. The position accounts for 0.02% of the portfolio, ranked #500.

NWAM LLC first reported a position in IWV in Q1 2024 and has held it in 9 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • NWAM LLC held 908 shares of iShares Russell 3000 ETF worth $387K as of Q2 2026.
  • NWAM LLC left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.02% of NWAM LLC's portfolio in Q2 2026, its #500 holding.
  • NWAM LLC first reported a position in iShares Russell 3000 ETF in Q1 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 NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.