Pacific Center for Financial Services’s iShares Russell 3000 ETF IWV Stock Holding History

Pacific Center for Financial Services’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	$298K	Buy	699 +36	+5%	+$14.8K	0.07%	77
2026 Q1	$246K	Buy	663 +33	+5%	+$12.8K	0.06%	81
2025 Q4	$239K	Hold	630	–	–	0.06%	89
2025 Q3	$239K	Hold	630	–	–	0.06%	89
2025 Q2	$221K	Hold	630	–	–	0.06%	90
2025 Q1	$200K	Hold	630	–	–	0.05%	95
2024 Q4	$211K	Hold	630	–	–	0.05%	85
2024 Q3	$206K	Hold	630	–	–	0.05%	90
2024 Q2	$194K	Hold	630	–	–	0.05%	86
2024 Q1	$189K	Hold	630	–	–	0.05%	86
2023 Q4	$172K	Hold	630	–	–	0.05%	90
2023 Q3	$154K	Hold	630	–	–	0.05%	92
2023 Q2	$160K	Hold	630	–	–	0.05%	93
2023 Q1	$148K	Buy	+630	New	+$145K	0.05%	98

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

Pacific Center for Financial Services's IWV Position: Q2 2026 in Review

Pacific Center for Financial Services increased its iShares Russell 3000 ETF (IWV) stake by 5.4% in Q2 2026, buying an estimated $14.8K and bringing the position to 699 shares worth $298K. The position accounts for 0.07% of the portfolio, ranked #77.

Pacific Center for Financial Services first reported a position in IWV in Q1 2023 and has held it in 14 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Pacific Center for Financial Services held 699 shares of iShares Russell 3000 ETF worth $298K as of Q2 2026.
Pacific Center for Financial Services bought 36 iShares Russell 3000 ETF shares in Q2 2026, an estimated $14.8K.
iShares Russell 3000 ETF made up 0.07% of Pacific Center for Financial Services's portfolio in Q2 2026, its #77 holding.
Pacific Center for Financial Services first reported a position in iShares Russell 3000 ETF in Q1 2023 and has held it in 14 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.