Outlook Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Outlook Wealth 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	$455K	Hold	1,068	–	–	0.1%	197
2026 Q1	$396K	Hold	1,068	–	–	0.1%	206
2025 Q4	$413K	Hold	1,068	–	–	0.09%	184
2025 Q3	$405K	Hold	1,068	–	–	0.1%	180
2025 Q2	$375K	Hold	1,068	–	–	0.1%	197
2025 Q1	$339K	Hold	1,068	–	–	0.09%	209
2024 Q4	$357K	Hold	1,068	–	–	0.1%	201
2024 Q3	$349K	Hold	1,068	–	–	0.1%	198
2024 Q2	$783K	Hold	1,068	–	–	0.24%	82
2024 Q1	$320K	Sell	1,068 -205	-16%	-$58.5K	0.1%	198
2023 Q4	$348K	Hold	1,273	–	–	0.12%	154
2023 Q3	$312K	Hold	1,273	–	–	0.12%	159
2023 Q2	$324K	Hold	1,273	–	–	0.12%	154
2023 Q1	$300K	Hold	1,273	–	–	0.13%	153
2022 Q4	$281K	Hold	1,273	–	–	0.13%	139
2022 Q3	$264K	Hold	1,273	–	–	0.12%	156
2022 Q2	$277K	Hold	1,273	–	–	0.11%	157
2022 Q1	$334K	Hold	1,273	–	–	0.11%	155
2021 Q4	$353K	Hold	1,273	–	–	0.1%	157
2021 Q3	$324K	Hold	1,273	–	–	0.11%	172
2021 Q2	$326K	Buy	+1,273	New	+$317K	0.1%	174

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

Outlook Wealth Advisors's IWV Position: Q2 2026 in Review

Outlook Wealth Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,068 shares worth $455K. The position accounts for 0.1% of the portfolio, ranked #197.

Outlook Wealth Advisors first reported a position in IWV in Q2 2021 and has held it in 21 quarters since. The position peaked at $783K in Q2 2024. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Outlook Wealth Advisors held 1,068 shares of iShares Russell 3000 ETF worth $455K as of Q2 2026.
Outlook Wealth Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.1% of Outlook Wealth Advisors's portfolio in Q2 2026, its #197 holding.
Outlook Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q2 2021 and has held it in 21 quarters since.
Outlook Wealth Advisors's iShares Russell 3000 ETF position peaked at $783K in Q2 2024.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.