OneDigital Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

OneDigital Investment Advisors’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	$287K	Hold	672	–	–	﹤0.01%	1317
2026 Q1	$249K	Hold	672	–	–	﹤0.01%	1284
2025 Q4	$260K	Buy	672 +37	+6%	+$14.2K	﹤0.01%	1295
2025 Q3	$241K	Hold	635	–	–	﹤0.01%	1327
2025 Q2	$223K	Hold	635	–	–	﹤0.01%	1340
2025 Q1	$202K	Sell	635 -619	-49%	-$208K	﹤0.01%	1329
2024 Q4	$419K	Sell	1,254 -360	-22%	-$121K	﹤0.01%	960
2024 Q3	$527K	Hold	1,614	–	–	0.01%	917
2024 Q2	$498K	Buy	1,614 +540	+50%	+$161K	0.01%	901
2024 Q1	$322K	Hold	1,074	–	–	0.01%	888
2023 Q4	$294K	Hold	1,074	–	–	0.01%	916
2023 Q3	$263K	Sell	1,074 -71	-6%	-$18.1K	0.01%	847
2023 Q2	$291K	Buy	1,145 +71	+7%	+$17.1K	0.01%	838
2023 Q1	$253K	Hold	1,074	–	–	0.01%	830
2022 Q4	$237K	Sell	1,074 -312	-23%	-$69.3K	0.01%	728
2022 Q3	$287K	Buy	1,386 +12	+0.9%	+$2.76K	0.01%	614
2022 Q2	$299K	Buy	1,374 +450	+49%	+$107K	0.01%	558
2022 Q1	$242K	Sell	924 -629	-41%	-$163K	0.01%	654
2021 Q4	$431K	Buy	+1,553	New	+$421K	0.02%	492

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

OneDigital Investment Advisors's IWV Position: Q2 2026 in Review

OneDigital Investment Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 672 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

OneDigital Investment Advisors first reported a position in IWV in Q4 2021 and has held it in 19 quarters since. The position peaked at $527K in Q3 2024. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

OneDigital Investment Advisors held 672 shares of iShares Russell 3000 ETF worth $287K as of Q2 2026.
OneDigital Investment Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1317 holding.
OneDigital Investment Advisors first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 19 quarters since.
OneDigital Investment Advisors's iShares Russell 3000 ETF position peaked at $527K in Q3 2024.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.