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

Paces Ferry 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	$210K	Buy	+492	New	+$203K	0.08%	136
2023 Q4	–	Sell	-920	Closed	-$226K	–	110
2023 Q3	$226K	Sell	920 -7	-0.8%	-$1.79K	0.18%	92
2023 Q2	$236K	Buy	927 +2	+0.2%	+$481	0.18%	99
2023 Q1	$218K	Buy	925 +3	+0.3%	+$692	0.18%	105
2022 Q4	$203K	Buy	+922	New	+$205K	0.2%	104
2022 Q3	–	Sell	-924	Closed	-$201K	–	98
2022 Q2	$201K	Buy	924 +3	+0.3%	+$710	0.2%	102
2022 Q1	$242K	Buy	921 +3	+0.3%	+$777	0.19%	101
2021 Q4	$255K	Buy	918 +5	+0.5%	+$1.35K	0.18%	96
2021 Q3	$233K	Sell	913 -9	-1%	-$2.36K	0.19%	106
2021 Q2	$236K	Buy	922 +2	+0.2%	+$499	0.18%	113
2021 Q1	$218K	Hold	920	–	–	0.19%	112
2020 Q4	$206K	Hold	920	–	–	0.19%	109
2020 Q3	$180K	Buy	+920	New	+$178K	0.16%	111

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

Paces Ferry Wealth Advisors's IWV Position: Q2 2026 in Review

Paces Ferry Wealth Advisors opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 492 shares worth $210K. The stake represents 0.08% of the portfolio and ranks #136 among its holdings. This is a return to the name: Paces Ferry Wealth Advisors previously reported a position in IWV as recently as Q3 2023.

Paces Ferry Wealth Advisors first reported a position in IWV in Q3 2020 and has held it in 13 quarters since. The position peaked at $255K in Q4 2021. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Paces Ferry Wealth Advisors held 492 shares of iShares Russell 3000 ETF worth $210K as of Q2 2026.
iShares Russell 3000 ETF was a new Paces Ferry Wealth Advisors position in Q2 2026.
iShares Russell 3000 ETF made up 0.08% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #136 holding.
Paces Ferry Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q3 2020 and has held it in 13 quarters since.
Paces Ferry Wealth Advisors's iShares Russell 3000 ETF position peaked at $255K in Q4 2021.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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