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Oxford Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

Oxford Financial Group’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 		$2.35M Hold
6,331
– – 0.13% 54
2025
Q4 		$2.45M Hold
6,331
– – 0.13% 52
2025
Q3 		$2.4M Sell
6,331
-33
-0.5% -$12K 0.14% 54
2025
Q2 		$2.23M Buy
6,364
+284
+5% +$92.2K 0.13% 52
2025
Q1 		$1.93M Sell
6,080
-42
-0.7% -$14.1K 0.14% 52
2024
Q4 		$2.05M Hold
6,122
– – 0.13% 55
2024
Q3 		$2M Hold
6,122
– – 0.13% 57
2024
Q2 		$1.89M Sell
6,122
-854
-12% -$255K 0.12% 63
2024
Q1 		$2.09M Hold
6,976
– – 0.15% 49
2023
Q4 		$1.91M Hold
6,976
– – 0.14% 53
2023
Q3 		$1.71M Buy
6,976
+35
+0.5% +$8.94K 0.15% 49
2023
Q2 		$1.77M Hold
6,941
– – 0.17% 50
2023
Q1 		$1.63M Buy
6,941
+38
+0.6% +$8.77K 0.18% 46
2022
Q4 		$1.52M Hold
6,903
– – 0.18% 48
2022
Q3 		$1.43M Buy
6,903
+8
+0.1% +$1.84K 0.22% 46
2022
Q2 		$1.5M Sell
6,895
-323
-4% -$76.5K 0.22% 48
2022
Q1 		$1.89M Hold
7,218
– – 0.24% 42
2021
Q4 		$2M Buy
7,218
+339
+5% +$91.8K 0.23% 43
2021
Q3 		$1.75M Hold
6,879
– – 0.22% 41
2021
Q2 		$1.76M Hold
6,879
– – 0.24% 43
2021
Q1 		$1.63M Buy
6,879
+698
+11% +$162K 0.23% 41
2020
Q4 		$1.38M Hold
6,181
– – 0.2% 44
2020
Q3 		$1.21M Hold
6,181
– – 0.2% 44
2020
Q2 		$1.11M Buy
6,181
+9
+0.1% +$1.52K 0.19% 51
2020
Q1 		$915K Buy
6,172
+425
+7% +$75.6K 0.18% 54
2019
Q4 		$1.08M Buy
+5,747
New +$1.04M 0.3% 35

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

Oxford Financial Group's IWV Position: Q1 2026 in Review

Oxford Financial Group held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 6,331 shares worth $2.35M. The position accounts for 0.13% of the portfolio, ranked #54.

Oxford Financial Group first reported a position in IWV in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.45M in Q4 2025. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Oxford Financial Group held 6,331 shares of iShares Russell 3000 ETF worth $2.35M as of Q1 2026.
  • Oxford Financial Group left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
  • iShares Russell 3000 ETF made up 0.13% of Oxford Financial Group's portfolio in Q1 2026, its #54 holding.
  • Oxford Financial Group first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 26 quarters since.
  • Oxford Financial Group's iShares Russell 3000 ETF position peaked at $2.45M in Q4 2025.
  • 867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.