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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
Q2 		$2.7M Hold
6,331
– – 0.14% 52
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

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

Oxford Financial Group's IWV Position: Q2 2026 in Review

Oxford Financial Group held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 6,331 shares worth $2.7M. The position accounts for 0.14% of the portfolio, ranked #52.

Oxford Financial Group first reported a position in IWV in Q4 2019 and has held it in 27 quarters since. 911 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Oxford Financial Group held 6,331 shares of iShares Russell 3000 ETF worth $2.7M as of Q2 2026.
  • Oxford Financial Group left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.14% of Oxford Financial Group's portfolio in Q2 2026, its #52 holding.
  • Oxford Financial Group first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 27 quarters since.
  • 911 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.