Operose Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Operose 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	$20.9K	Sell	49 -286	-85%	-$118K	﹤0.01%	380
2026 Q1	$124K	Sell	335 -43	-11%	-$16.6K	0.03%	192
2025 Q4	$146K	Hold	378	–	–	0.03%	183
2025 Q3	$143K	Buy	378 +329	+671%	+$120K	0.04%	171
2025 Q2	$17.2K	Hold	49	–	–	﹤0.01%	307
2025 Q1	$15.6K	Hold	49	–	–	0.01%	294
2024 Q4	$16.4K	Hold	49	–	–	0.01%	280
2024 Q3	$16K	Hold	49	–	–	0.01%	427
2024 Q2	$15.1K	Hold	49	–	–	0.01%	386
2024 Q1	$14.7K	Hold	49	–	–	0.01%	431
2023 Q4	$13.4K	Hold	49	–	–	0.01%	423
2023 Q3	$12K	Hold	49	–	–	﹤0.01%	554
2023 Q2	$12.5K	Hold	49	–	–	0.01%	262
2023 Q1	$11.5K	Hold	49	–	–	0.01%	262
2022 Q4	$10.8K	Hold	49	–	–	0.01%	273
2022 Q3	$10K	Hold	49	–	–	0.01%	261
2022 Q2	$11K	Hold	49	–	–	0.01%	233
2022 Q1	$13K	Buy	+49	New	+$12.7K	0.01%	246

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

Operose Advisors's IWV Position: Q2 2026 in Review

Operose Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 85% in Q2 2026, selling an estimated $118K and leaving 49 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Operose Advisors first reported a position in IWV in Q1 2022 and has held it in 18 quarters since. The position peaked at $146K in Q4 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Operose Advisors held 49 shares of iShares Russell 3000 ETF worth $20.9K as of Q2 2026.
Operose Advisors sold 286 iShares Russell 3000 ETF shares in Q2 2026, an estimated $118K.
iShares Russell 3000 ETF made up ﹤0.01% of Operose Advisors's portfolio in Q2 2026, its #380 holding.
Operose Advisors first reported a position in iShares Russell 3000 ETF in Q1 2022 and has held it in 18 quarters since.
Operose Advisors's iShares Russell 3000 ETF position peaked at $146K in Q4 2025.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.